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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 | $182,192 | $137,414+32.6% | $189,537-3.9% | $85,847+112.2% |
| Participation rate | 79.2% | 84.6%-5.4pp | 87.8%-8.6pp | 69.3%+9.8pp |
| Annual return | 20.78% | 38.14%-17.4pp | 555.34%-534.6pp | 318.61%-297.8pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,161-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $16,101 | $6,260+157.2% | $8,220+95.9% | $3,952+307.4% |
| Admin fee / account holder | $1,766 | $8,630-79.5% | $12,048-85.3% | $6,261-71.8% |