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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 | $115,931-12.0% | $185,441-45.0% | $86,983+17.3% |
| Participation rate | 83.9% | 73.6%+10.3pp | 80.3%+3.6pp | 69.5%+14.4pp |
| Annual return | 5.73% | 21.47%-15.7pp | 20.16%-14.4pp | 25.83%-20.1pp |
| Employer contribution / active EE | $4,598 | $2,937+56.6% | $4,672-1.6% | $2,584+77.9% |
| Participant deferral / active EE | $1,785 | $4,551-60.8% | $6,152-71.0% | $4,194-57.4% |
| Admin fee / account holder | $11,960 | $10,687+11.9% | $17,890-33.1% | $7,856+52.2% |