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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 | $141,996 | $88,360+60.7% | $145,433-2.4% | $67,986+108.9% |
| Participation rate | 75.0% | 65.5%+9.5pp | 82.1%-7.1pp | 57.2%+17.8pp |
| Annual return | 13.95% | 63.15%-49.2pp | 66.58%-52.6pp | 31.67%-17.7pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $6,475 | $5,932+9.1% | $7,897-18.0% | $3,358+92.8% |
| Admin fee / account holder | $3,264 | $3,313-1.5% | $13,129-75.1% | $3,203+1.9% |