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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 | $29,514 | $63,346-53.4% | $92,240-68.0% | $70,126-57.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 10.12% | 530.19%-520.1pp | 176.29%-166.2pp | 73.15%-63.0pp |
| Employer contribution / active EE | $4,189 | $2,471+69.5% | $3,680+13.8% | $2,343+78.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,009 | $3,841-47.7% | $5,194-61.3% | $4,645-56.7% |