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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 | $52,666 | $93,345-43.6% | $119,126-55.8% | $87,485-39.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 11.33% | 19.08%-7.8pp | 282.11%-270.8pp | 26.06%-14.7pp |
| Employer contribution / active EE | $4,706 | $3,172+48.4% | $4,034+16.7% | $2,596+81.3% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,435 | $8,039-69.7% | $10,693-77.2% | $7,775-68.7% |