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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 | $81,035 | $102,422-20.9% | $147,117-44.9% | $80,959+0.1% |
| Participation rate | 87.8% | 75.9%+11.9pp | 82.2%+5.6pp | 67.7%+20.1pp |
| Annual return | 18.26% | 135.16%-116.9pp | 420.54%-402.3pp | 35.67%-17.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,378 | $6,652-4.1% | $8,065-20.9% | $4,300+48.3% |
| Admin fee / account holder | $15,567 | $7,953+95.7% | $12,993+19.8% | $6,925+124.8% |