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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 | $31,395 | $51,223-38.7% | $82,763-62.1% | $66,949-53.1% |
| Participation rate | 97.0% | 67.9%+29.1pp | 72.6%+24.5pp | 69.8%+27.2pp |
| Annual return | -13.18% | -9.85%-3.3pp | 702.45%-715.6pp | 1.57%-14.7pp |
| Employer contribution / active EE | $105 | $2,611-96.0% | $3,008-96.5% | $2,545-95.9% |
| Participant deferral / active EE | $5,221 | $3,460+50.9% | $4,395+18.8% | $4,239+23.2% |
| Admin fee / account holder | $1,085 | $415+161.1% | $5,325-79.6% | $594+82.7% |