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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 | $50,389 | $64,010-21.3% | $108,359-53.5% | $64,340-21.7% |
| Participation rate | 87.4% | 49.4%+38.0pp | 70.1%+17.3pp | 55.2%+32.1pp |
| Annual return | 10.13% | 19.74%-9.6pp | 36.89%-26.8pp | 24.14%-14.0pp |
| Employer contribution / active EE | $998 | $1,029-3.0% | $2,399-58.4% | $1,862-46.4% |
| Participant deferral / active EE | $879 | $2,395-63.3% | $4,137-78.7% | $2,980-70.5% |
| Admin fee / account holder | $1,450 | $4,885-70.3% | $9,741-85.1% | $3,703-60.8% |