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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 | $65,246-22.8% | $98,716-49.0% | $67,986-25.9% |
| Participation rate | 87.4% | 51.4%+36.0pp | 69.3%+18.1pp | 57.2%+30.2pp |
| Annual return | 10.13% | 20.58%-10.5pp | 31.81%-21.7pp | 31.67%-21.5pp |
| Employer contribution / active EE | $998 | $1,042-4.3% | $2,279-56.2% | $2,019-50.6% |
| Participant deferral / active EE | $879 | $2,594-66.1% | $4,048-78.3% | $3,358-73.8% |
| Admin fee / account holder | $1,450 | $4,561-68.2% | $8,703-83.3% | $3,203-54.7% |