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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 | $64,832 | $85,766-24.4% | $136,298-52.4% | $70,126-7.5% |
| Participation rate | 88.7% | 74.2%+14.6pp | 81.9%+6.8pp | 69.5%+19.2pp |
| Annual return | 10.60% | 31.46%-20.9pp | 5156.27%-5145.7pp | 73.15%-62.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $11,900 | $5,051+135.6% | $6,247+90.5% | $3,332+257.2% |
| Admin fee / account holder | $4,857 | $5,421-10.4% | $9,244-47.5% | $4,645+4.6% |