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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 | $101,865 | $63,114+61.4% | $92,915+9.6% | $65,186+56.3% |
| Participation rate | 96.3% | 68.8%+27.5pp | 76.0%+20.3pp | 70.2%+26.1pp |
| Annual return | 12.89% | 28.75%-15.9pp | 109.45%-96.6pp | 29.39%-16.5pp |
| Employer contribution / active EE | $10,280 | $2,571+299.9% | $3,653+181.4% | $2,177+372.3% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $3,343 | $624+436.1% | $5,796-42.3% | $847+294.6% |