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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 | $68,431 | $81,504-16.0% | $102,437-33.2% | $80,959-15.5% |
| Participation rate | 98.6% | 66.9%+31.7pp | 74.5%+24.1pp | 67.7%+30.9pp |
| Annual return | 9.27% | 25.60%-16.3pp | 24.95%-15.7pp | 35.67%-26.4pp |
| Employer contribution / active EE | $7,394 | $3,104+138.3% | $3,871+91.0% | $2,757+168.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,247 | $6,719-81.4% | $8,388-85.1% | $6,925-82.0% |