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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 | $143,806 | $89,370+60.9% | $141,197+1.8% | $72,976+97.1% |
| Participation rate | 94.9% | 75.1%+19.8pp | 82.5%+12.5pp | 69.5%+25.4pp |
| Annual return | 26.14% | 111.88%-85.7pp | 71.41%-45.3pp | 81.02%-54.9pp |
| Employer contribution / active EE | $47 | $3,115-98.5% | $4,736-99.0% | $2,440-98.1% |
| Participant deferral / active EE | $14,753 | $5,419+172.3% | $6,710+119.9% | $3,608+308.9% |
| Admin fee / account holder | $8,363 | $5,957+40.4% | $10,265-18.5% | $5,124+63.2% |