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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 | $23,202 | $60,119-61.4% | $90,414-74.3% | $79,860-70.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 4.69% | 71.94%-67.2pp | 1293.19%-1288.5pp | 31.72%-27.0pp |
| Employer contribution / active EE | $68 | $2,068-96.7% | $3,262-97.9% | $2,471-97.2% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,483 | $3,976-37.6% | $5,611-55.8% | $5,306-53.2% |