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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 | $21,622 | $54,162-60.1% | $68,612-68.5% | $64,173-66.3% |
| Participation rate | 97.5% | 68.1%+29.4pp | 72.2%+25.3pp | 69.6%+27.9pp |
| Annual return | -8.19% | -1.62%-6.6pp | -4.63%-3.6pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,244 | $1,846-32.6% | $2,625-52.6% | $2,381-47.7% |
| Participant deferral / active EE | $630 | $2,626-76.0% | $3,311-81.0% | $3,470-81.8% |
| Admin fee / account holder | $459 | $4,029-88.6% | $5,131-91.0% | $4,887-90.6% |