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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 | $106,864-77.3% | $147,318-83.5% | $82,637-70.6% |
| Participation rate | 72.2% | 75.5%-3.3pp | 82.1%-9.8pp | 68.1%+4.2pp |
| Annual return | 13.40% | 27.49%-14.1pp | 70.43%-57.0pp | 53.51%-40.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,193 | $6,496-35.5% | $7,906-47.0% | $4,126+1.6% |
| Admin fee / account holder | $4,468 | $8,415-46.9% | $13,708-67.4% | $7,339-39.1% |