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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 | $106,470 | $89,370+19.1% | $141,197-24.6% | $72,976+45.9% |
| Participation rate | 88.2% | 75.1%+13.1pp | 82.5%+5.8pp | 69.5%+18.7pp |
| Annual return | 31.40% | 111.88%-80.5pp | 71.41%-40.0pp | 81.02%-49.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $14,257 | $5,419+163.1% | $6,710+112.5% | $3,608+295.2% |
| Admin fee / account holder | $7,645 | $5,957+28.3% | $10,265-25.5% | $5,124+49.2% |