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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 | $41,413 | $87,834-52.9% | $133,975-69.1% | $62,881-34.1% |
| Participation rate | 98.9% | 83.4%+15.6pp | 87.1%+11.9pp | 69.3%+29.6pp |
| Annual return | 5.28% | 12.05%-6.8pp | 29.29%-24.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $3,096 | $3,482-11.1% | $5,211-40.6% | $2,281+35.7% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,099 | $5,372+13.5% | $9,324-34.6% | $4,296+42.0% |