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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.)
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 | $173,083 | $86,891+99.2% | $142,516+21.4% | $75,177+130.2% |
| Participation rate | 98.7% | 68.5%+30.2pp | 76.8%+21.9pp | 67.2%+31.5pp |
| Annual return | -5.89% | 23.31%-29.2pp | 20.03%-25.9pp | 160.75%-166.6pp |
| Employer contribution / active EE | $779 | $3,355-76.8% | $4,849-83.9% | $2,671-70.8% |
| Participant deferral / active EE | $7,377 | $4,938+49.4% | $6,280+17.5% | $4,126+78.8% |
| Admin fee / account holder | $2,234 | $7,299-69.4% | $10,008-77.7% | $5,651-60.5% |