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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 | $106,749-77.3% | $145,433-83.3% | $82,448-70.6% |
| Participation rate | 72.2% | 75.6%-3.4pp | 82.1%-9.9pp | 68.1%+4.2pp |
| Annual return | 13.40% | 27.59%-14.2pp | 66.58%-53.2pp | 41.64%-28.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,193 | $6,519-35.7% | $7,897-46.9% | $4,139+1.3% |
| Admin fee / account holder | $4,468 | $8,390-46.8% | $13,129-66.0% | $7,234-38.2% |