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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 | $102,048 | $114,712-11.0% | $173,730-41.3% | $87,485+16.6% |
| Participation rate | 83.9% | 73.0%+10.9pp | 79.6%+4.3pp | 68.9%+15.0pp |
| Annual return | 5.73% | 20.18%-14.5pp | 19.96%-14.2pp | 26.06%-20.3pp |
| Employer contribution / active EE | $4,598 | $2,904+58.3% | $4,577+0.4% | $2,596+77.1% |
| Participant deferral / active EE | $1,785 | $4,642-61.6% | $6,326-71.8% | $4,274-58.2% |
| Admin fee / account holder | $11,960 | $10,210+17.1% | $17,523-31.7% | $7,775+53.8% |