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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 | $47,558 | $93,586-49.2% | $135,925-65.0% | $75,173-36.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -18.57% | 30.90%-49.5pp | 68.25%-86.8pp | 160.65%-179.2pp |
| Employer contribution / active EE | $4,458 | $3,537+26.0% | $4,857-8.2% | $2,670+66.9% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,680 | $6,977-75.9% | $10,764-84.4% | $5,651-70.3% |