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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 | $13,620 | $81,358-83.3% | $155,556-91.2% | $80,959-83.2% |
| Participation rate | 75.0% | 66.3%+8.7pp | 78.2%-3.2pp | 67.7%+7.3pp |
| Annual return | 11.70% | 33.39%-21.7pp | 64.84%-53.1pp | 35.67%-24.0pp |
| Employer contribution / active EE | $75 | $3,106-97.6% | $4,675-98.4% | $2,757-97.3% |
| Participant deferral / active EE | $2,215 | $3,455-35.9% | $5,631-60.7% | $4,300-48.5% |
| Admin fee / account holder | $910 | $7,994-88.6% | $15,885-94.3% | $6,925-86.9% |