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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 | $62,804 | $81,504-22.9% | $102,437-38.7% | $80,959-22.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -10.90% | 25.60%-36.5pp | 24.95%-35.8pp | 35.67%-46.6pp |
| Employer contribution / active EE | $10,637 | $3,104+242.7% | $3,871+174.8% | $2,757+285.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,976 | $6,719-70.6% | $8,388-76.4% | $6,925-71.5% |