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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 | $32,967 | $89,652-63.2% | $141,177-76.6% | $65,185-49.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 17.28% | 32.79%-15.5pp | 71.40%-54.1pp | 29.38%-12.1pp |
| Employer contribution / active EE | $2,631 | $3,065-14.2% | $4,736-44.4% | $2,177+20.9% |
| Participant deferral / active EE | $1,968 | $5,691-65.4% | $6,710-70.7% | $3,514-44.0% |
| Admin fee / account holder | $2,659 | $569+367.7% | $10,263-74.1% | $847+213.9% |