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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 | $25,500 | $64,716-60.6% | $112,258-77.3% | $68,495-62.8% |
| Participation rate | 83.1% | 67.2%+15.9pp | 75.1%+8.0pp | 67.9%+15.2pp |
| Annual return | -17.23% | -11.40%-5.8pp | 27.47%-44.7pp | -7.84%-9.4pp |
| Employer contribution / active EE | $646 | $2,746-76.5% | $3,636-82.2% | $2,596-75.1% |
| Participant deferral / active EE | $1,790 | $3,565-49.8% | $4,728-62.1% | $4,028-55.6% |
| Admin fee / account holder | $2,519 | $5,232-51.8% | $6,411-60.7% | $5,403-53.4% |