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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 | $90,304 | $96,731-6.6% | $123,973-27.2% | $86,983+3.8% |
| Participation rate | 96.6% | 70.0%+26.6pp | 76.7%+19.9pp | 69.5%+27.0pp |
| Annual return | 4.54% | 17.33%-12.8pp | 388.13%-383.6pp | 25.83%-21.3pp |
| Employer contribution / active EE | $4,841 | $3,297+46.8% | $4,126+17.3% | $2,584+87.3% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,595 | $8,722-70.2% | $11,799-78.0% | $7,856-67.0% |