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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 | $44,798 | $73,955-39.4% | $96,520-53.6% | $75,181-40.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 13.63% | 26.72%-13.1pp | 35.72%-22.1pp | 160.69%-147.1pp |
| Employer contribution / active EE | $27 | $2,930-99.1% | $3,739-99.3% | $2,671-99.0% |
| Participant deferral / active EE | $3,758 | $3,659+2.7% | $4,879-23.0% | $4,126-8.9% |
| Admin fee / account holder | $2,908 | $5,217-44.3% | $6,733-56.8% | $5,650-48.5% |