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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 | $61,324 | $77,962-21.3% | $178,540-65.7% | $80,935-24.2% |
| Participation rate | 77.0% | 65.7%+11.4pp | 77.1%-0.1pp | 67.7%+9.4pp |
| Annual return | 11.94% | 18.10%-6.2pp | 27.15%-15.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,019 | $4,404+14.0% | $6,281-20.1% | $4,299+16.7% |
| Admin fee / account holder | $960 | $7,156-86.6% | $10,424-90.8% | $6,924-86.1% |