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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 | $19,506 | $84,236-76.8% | $170,435-88.6% | $70,126-72.2% |
| Participation rate | 95.9% | 70.8%+25.0pp | 83.6%+12.3pp | 69.5%+26.3pp |
| Annual return | 7.13% | 23.06%-15.9pp | 205.94%-198.8pp | 73.15%-66.0pp |
| Employer contribution / active EE | $3,550 | $3,387+4.8% | $5,432-34.7% | $2,343+51.5% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,484 | $5,698-74.0% | $13,881-89.3% | $4,645-68.1% |