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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 | $75,720+178.9% | $90,312+133.8% | $86,983+142.8% |
| Participation rate | 96.3% | 66.3%+30.0pp | 72.9%+23.4pp | 69.5%+26.7pp |
| Annual return | 8.24% | 18.55%-10.3pp | 18.90%-10.7pp | 25.83%-17.6pp |
| Employer contribution / active EE | $625 | $1,945-67.9% | $2,243-72.1% | $2,584-75.8% |
| Participant deferral / active EE | $0 | $3,001-100.0% | $3,749-100.0% | $4,194-100.0% |
| Admin fee / account holder | $10,039 | $6,201+61.9% | $8,248+21.7% | $7,856+27.8% |