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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 | $26,990 | $88,360-69.5% | $145,433-81.4% | $67,986-60.3% |
| Participation rate | 70.3% | 65.5%+4.8pp | 82.1%-11.8pp | 57.2%+13.1pp |
| Annual return | 14.28% | 63.15%-48.9pp | 66.58%-52.3pp | 31.67%-17.4pp |
| Employer contribution / active EE | $2,630 | $3,054-13.9% | $4,554-42.3% | $2,019+30.3% |
| Participant deferral / active EE | $1,460 | $5,932-75.4% | $7,897-81.5% | $3,358-56.5% |
| Admin fee / account holder | $6,274 | $3,313+89.3% | $13,129-52.2% | $3,203+95.9% |