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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 | $24,264 | $99,875-75.7% | $146,866-83.5% | $86,983-72.1% |
| Participation rate | 72.2% | 75.8%-3.6pp | 82.5%-10.3pp | 69.5%+2.7pp |
| Annual return | 13.40% | 28.10%-14.7pp | 102.85%-89.5pp | 25.83%-12.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,193 | $6,322-33.7% | $7,759-46.0% | $4,1940% |
| Admin fee / account holder | $4,468 | $7,838-43.0% | $13,620-67.2% | $7,856-43.1% |