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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 | $67,894+211.1% | $89,340+136.4% | $82,448+156.2% |
| Participation rate | 96.3% | 64.0%+32.2pp | 69.6%+26.7pp | 68.1%+28.2pp |
| Annual return | 8.24% | 19.21%-11.0pp | 20.57%-12.3pp | 41.64%-33.4pp |
| Employer contribution / active EE | $625 | $1,828-65.8% | $2,231-72.0% | $2,551-75.5% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $3,823-100.0% | $4,139-100.0% |
| Admin fee / account holder | $10,039 | $5,723+75.4% | $6,704+49.8% | $7,234+38.8% |