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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 | $56,889 | $91,474-37.8% | $135,982-58.2% | $71,529-20.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 15.26% | 29.89%-14.6pp | 68.32%-53.1pp | 28.97%-13.7pp |
| Employer contribution / active EE | $2,604 | $3,705-29.7% | $4,859-46.4% | $2,590+0.6% |
| Participant deferral / active EE | $1,165 | $7,095-83.6% | $7,760-85.0% | $4,291-72.9% |
| Admin fee / account holder | $4,603 | $1,267+263.3% | $10,767-57.2% | $1,588+189.8% |