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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 | $34,688 | $56,116-38.2% | $135,768-74.5% | $86,983-60.1% |
| Participation rate | 100.0% | 60.1%+39.9pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 9.74% | 125.33%-115.6pp | 526.10%-516.4pp | 25.83%-16.1pp |
| Employer contribution / active EE | $1,563 | $1,528+2.3% | $3,394-54.0% | $2,584-39.5% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,977-100.0% | $4,194-100.0% |
| Admin fee / account holder | $437 | $4,314-89.9% | $7,048-93.8% | $7,856-94.4% |