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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 | $37,920 | $91,120-58.4% | $161,149-76.5% | $64,097-40.8% |
| Participation rate | 74.3% | 62.2%+12.1pp | 78.8%-4.6pp | 55.2%+19.1pp |
| Annual return | 13.20% | 17.95%-4.8pp | 21.16%-8.0pp | 34.64%-21.4pp |
| Employer contribution / active EE | $492 | $2,284-78.4% | $4,360-88.7% | $1,891-74.0% |
| Participant deferral / active EE | $3,709 | $3,7080% | $6,153-39.7% | $3,080+20.4% |
| Admin fee / account holder | $2,120 | $4,535-53.3% | $15,194-86.1% | $3,454-38.6% |