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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 | $229,868 | $107,421+114.0% | $182,262+26.1% | $94,015+144.5% |
| Participation rate | 89.0% | 77.8%+11.3pp | 84.2%+4.8pp | 70.8%+18.2pp |
| Annual return | 10.91% | 21.32%-10.4pp | 140.60%-129.7pp | 17.84%-6.9pp |
| Employer contribution / active EE | $9,024 | $3,448+161.7% | $5,046+78.8% | $2,790+223.4% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,103 | $8,692-75.8% | $16,712-87.4% | $8,951-76.5% |