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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 | $90,947 | $98,776-7.9% | $149,745-39.3% | $79,856+13.9% |
| Participation rate | 96.3% | 75.8%+20.6pp | 82.5%+13.9pp | 69.6%+26.7pp |
| Annual return | 14.11% | 27.38%-13.3pp | 276.72%-262.6pp | 31.71%-17.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,290 | $5,681+28.3% | $6,843+6.5% | $3,741+94.9% |
| Admin fee / account holder | $6,589 | $6,053+8.9% | $9,312-29.2% | $5,306+24.2% |