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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 | $157,009 | $98,776+59.0% | $149,745+4.9% | $79,856+96.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 10.71% | 27.38%-16.7pp | 276.72%-266.0pp | 31.71%-21.0pp |
| Employer contribution / active EE | $21,633 | $3,217+572.4% | $4,646+365.7% | $2,471+775.4% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $9,714 | $6,053+60.5% | $9,312+4.3% | $5,306+83.1% |