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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,661 | $98,547-15.1% | $216,567-61.4% | $69,733+20.0% |
| Participation rate | 97.0% | 68.4%+28.6pp | 81.6%+15.4pp | 62.5%+34.5pp |
| Annual return | 5.75% | 14.25%-8.5pp | 12.94%-7.2pp | 15.22%-9.5pp |
| Employer contribution / active EE | $3,962 | $2,660+48.9% | $5,216-24.0% | $2,250+76.0% |
| Participant deferral / active EE | $0 | $3,496-100.0% | $6,191-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1,018 | $4,094-75.1% | $21,981-95.4% | $3,102-67.2% |