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Employer 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.)
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 | $148,385 | $76,642+93.6% | $146,866+1.0% | $65,306+127.2% |
| Participation rate | 91.2% | 61.2%+29.9pp | 82.5%+8.7pp | 57.7%+33.5pp |
| Annual return | 91.45% | 33.40%+58.1pp | 102.85%-11.4pp | 21.94%+69.5pp |
| Employer contribution / active EE | $0 | $2,621-100.0% | $4,425-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $9,359 | $4,864+92.4% | $7,759+20.6% | $2,959+216.2% |
| Admin fee / account holder | $24,954 | $3,960+530.1% | $13,620+83.2% | $3,480+617.1% |