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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 | $106,749+115.3% | $145,433+58.1% | $82,448+178.8% |
| Participation rate | 89.0% | 75.6%+13.4pp | 82.1%+6.9pp | 68.1%+21.0pp |
| Annual return | 10.91% | 27.59%-16.7pp | 66.58%-55.7pp | 41.64%-30.7pp |
| Employer contribution / active EE | $9,024 | $3,444+162.0% | $4,554+98.1% | $2,551+253.8% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,103 | $8,390-74.9% | $13,129-84.0% | $7,234-70.9% |