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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 | $64,070 | $99,957-35.9% | $149,730-57.2% | $73,493-12.8% |
| Participation rate | 79.8% | 75.7%+4.1pp | 82.5%-2.7pp | 70.7%+9.1pp |
| Annual return | 23.18% | 53.87%-30.7pp | 276.70%-253.5pp | 28.51%-5.3pp |
| Employer contribution / active EE | $221 | $3,191-93.1% | $4,645-95.2% | $2,270-90.3% |
| Participant deferral / active EE | $3,930 | $6,073-35.3% | $6,843-42.6% | $3,740+5.1% |
| Admin fee / account holder | $1,082 | $551+96.4% | $9,310-88.4% | $513+110.8% |