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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 | $39,292 | $52,306-24.9% | $69,779-43.7% | $62,881-37.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | -7.86% | 13.35%-21.2pp | 12.99%-20.8pp | 20.14%-28.0pp |
| Employer contribution / active EE | $6,887 | $1,799+282.8% | $2,338+194.5% | $2,281+202.0% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,384 | $3,691-62.5% | $4,381-68.4% | $4,296-67.8% |