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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 | $211,192 | $72,607+190.9% | $90,259+134.0% | $87,485+141.4% |
| Participation rate | 96.3% | 64.8%+31.4pp | 70.7%+25.5pp | 68.9%+27.3pp |
| Annual return | 8.24% | 18.59%-10.3pp | 18.88%-10.6pp | 26.06%-17.8pp |
| Employer contribution / active EE | $625 | $1,919-67.4% | $2,291-72.7% | $2,596-75.9% |
| Participant deferral / active EE | $0 | $3,055-100.0% | $3,827-100.0% | $4,274-100.0% |
| Admin fee / account holder | $10,039 | $5,947+68.8% | $7,267+38.1% | $7,775+29.1% |