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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 | $129,097 | $46,534+177.4% | $64,097+101.4% | $75,177+71.7% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | -3.27% | 26.07%-29.3pp | 33.75%-37.0pp | 160.75%-164.0pp |
| Employer contribution / active EE | $6,268 | $1,976+217.3% | $2,750+127.9% | $2,671+134.7% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,809 | $2,957+62.6% | $3,070+56.7% | $5,651-14.9% |