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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 | $44,197 | $72,269-38.8% | $101,271-56.4% | $79,852-44.7% |
| Participation rate | 98.8% | 68.5%+30.4pp | 75.8%+23.0pp | 69.6%+29.2pp |
| Annual return | 9.50% | 22.29%-12.8pp | 46.48%-37.0pp | 31.72%-22.2pp |
| Employer contribution / active EE | $8,608 | $2,692+219.8% | $3,660+135.2% | $2,471+248.3% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,568 | $4,401-64.4% | $5,948-73.6% | $5,306-70.5% |