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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 | $102,382-20.9% | $147,005-44.9% | $80,874+0.2% |
| Participation rate | 87.8% | 75.8%+11.9pp | 82.2%+5.6pp | 67.6%+20.1pp |
| Annual return | 18.26% | 134.89%-116.6pp | 418.76%-400.5pp | 35.62%-17.4pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,378 | $6,646-4.0% | $8,070-21.0% | $4,297+48.4% |
| Admin fee / account holder | $15,567 | $7,942+96.0% | $13,006+19.7% | $6,935+124.5% |