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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,096 | $65,453-55.5% | $86,698-66.4% | $66,938-56.5% |
| Participation rate | 88.3% | 75.5%+12.9pp | 76.6%+11.8pp | 69.8%+18.5pp |
| Annual return | -19.03% | -10.89%-8.1pp | 35.95%-55.0pp | 1.58%-20.6pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $7,629 | $4,102+86.0% | $4,656+63.8% | $4,238+80.0% |
| Admin fee / account holder | $1,731 | $642+169.8% | $7,493-76.9% | $594+191.7% |