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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 | $82,912 | $102,385-19.0% | $147,080-43.6% | $80,935+2.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -13.12% | 135.09%-148.2pp | 420.17%-433.3pp | 35.66%-48.8pp |
| Employer contribution / active EE | $11,407 | $3,717+206.9% | $4,933+131.2% | $2,757+313.8% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,336 | $7,951-45.5% | $12,989-66.6% | $6,924-37.4% |