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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 | $40,871 | $101,763-59.8% | $164,866-75.2% | $80,874-49.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 10.42% | 16.73%-6.3pp | 69.97%-59.6pp | 35.62%-25.2pp |
| Employer contribution / active EE | $2,025 | $2,954-31.5% | $4,343-53.4% | $2,756-26.5% |
| Participant deferral / active EE | $1,962 | $4,477-56.2% | $6,033-67.5% | $4,297-54.3% |
| Admin fee / account holder | $1,358 | $8,228-83.5% | $12,689-89.3% | $6,935-80.4% |