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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 | $85,498 | $65,367+30.8% | $92,915-8.0% | $72,976+17.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 6.07% | 42.11%-36.0pp | 109.45%-103.4pp | 81.02%-74.9pp |
| Employer contribution / active EE | $14,084 | $2,594+443.0% | $3,653+285.5% | $2,440+477.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $787 | $4,251-81.5% | $5,796-86.4% | $5,124-84.6% |