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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 | $146,267+2.6% | $197,124-23.9% | $82,448+82.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 6.00% | 29.61%-23.6pp | 44.34%-38.3pp | 41.64%-35.6pp |
| Employer contribution / active EE | $9,275 | $4,723+96.4% | $6,227+48.9% | $2,551+263.6% |
| Participant deferral / active EE | $646 | $7,035-90.8% | $9,135-92.9% | $4,139-84.4% |
| Admin fee / account holder | $19,498 | $14,422+35.2% | $16,298+19.6% | $7,234+169.5% |