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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 | $29,279 | $61,391-52.3% | $149,723-80.4% | $71,529-59.1% |
| Participation rate | 78.4% | 62.5%+15.9pp | 78.8%-0.3pp | 67.9%+10.5pp |
| Annual return | 16.96% | 35.88%-18.9pp | 134.50%-117.5pp | 28.97%-12.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $3,871 | $2,921+32.5% | $5,682-31.9% | $4,291-9.8% |
| Admin fee / account holder | $8,230 | $1,264+551.0% | $13,215-37.7% | $1,588+418.1% |