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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 | $88,672-40.6% | $105,223-49.9% | $82,448-36.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 11.33% | 30.86%-19.5pp | 180.65%-169.3pp | 41.64%-30.3pp |
| Employer contribution / active EE | $4,706 | $3,048+54.4% | $3,689+27.6% | $2,551+84.5% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,435 | $7,146-65.9% | $8,859-72.5% | $7,234-66.3% |