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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 | $56,431-38.5% | $130,788-73.5% | $87,485-60.4% |
| Participation rate | 100.0% | 58.9%+41.1pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 9.74% | 91.27%-81.5pp | 386.44%-376.7pp | 26.06%-16.3pp |
| Employer contribution / active EE | $1,563 | $1,549+0.9% | $3,558-56.1% | $2,596-39.8% |
| Participant deferral / active EE | $0 | $2,749-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $437 | $4,433-90.1% | $6,673-93.5% | $7,775-94.4% |