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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 | $95,904-12.8% | $173,730-51.8% | $64,340+30.0% |
| Participation rate | 97.0% | 60.6%+36.4pp | 79.6%+17.4pp | 55.2%+41.8pp |
| Annual return | 5.75% | 17.47%-11.7pp | 19.96%-14.2pp | 24.14%-18.4pp |
| Employer contribution / active EE | $3,962 | $2,323+70.6% | $4,577-13.5% | $1,862+112.8% |
| Participant deferral / active EE | $0 | $3,488-100.0% | $6,326-100.0% | $2,980-100.0% |
| Admin fee / account holder | $1,018 | $5,089-80.0% | $17,523-94.2% | $3,703-72.5% |