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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 | $150,100 | $145,431+3.2% | $211,142-28.9% | $87,485+71.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 6.00% | 27.21%-21.2pp | 46.84%-40.8pp | 26.06%-20.1pp |
| Employer contribution / active EE | $9,275 | $4,662+99.0% | $6,442+44.0% | $2,596+257.2% |
| Participant deferral / active EE | $646 | $6,859-90.6% | $9,284-93.0% | $4,274-84.9% |
| Admin fee / account holder | $19,498 | $17,052+14.3% | $19,076+2.2% | $7,775+150.8% |