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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 | $37,012 | $108,825-66.0% | $156,181-76.3% | $82,448-55.1% |
| Participation rate | 91.7% | 72.4%+19.3pp | 78.8%+12.8pp | 68.1%+23.6pp |
| Annual return | 12.35% | 20.59%-8.2pp | 64.87%-52.5pp | 41.64%-29.3pp |
| Employer contribution / active EE | $515 | $2,870-82.0% | $4,294-88.0% | $2,551-79.8% |
| Participant deferral / active EE | $2,182 | $4,577-52.3% | $6,132-64.4% | $4,139-47.3% |
| Admin fee / account holder | $6,392 | $9,341-31.6% | $14,586-56.2% | $7,234-11.7% |