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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 | $119,097 | $104,497+14.0% | $159,487-25.3% | $79,389+50.0% |
| Participation rate | 94.7% | 76.6%+18.1pp | 82.8%+11.9pp | 70.7%+24.0pp |
| Annual return | 9.38% | 67.98%-58.6pp | 263.71%-254.3pp | 116.89%-107.5pp |
| Employer contribution / active EE | $6,818 | $3,418+99.5% | $4,831+41.1% | $2,428+180.8% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $11,662 | $711+1539.2% | $10,804+7.9% | $626+1761.6% |