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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 | $25,032 | $61,391-59.2% | $149,723-83.3% | $71,529-65.0% |
| Participation rate | 71.4% | 62.5%+8.9pp | 78.8%-7.4pp | 67.9%+3.5pp |
| Annual return | 20.60% | 35.88%-15.3pp | 134.50%-113.9pp | 28.97%-8.4pp |
| Employer contribution / active EE | $35 | $2,384-98.5% | $4,821-99.3% | $2,590-98.7% |
| Participant deferral / active EE | $2,185 | $2,921-25.2% | $5,682-61.6% | $4,291-49.1% |
| Admin fee / account holder | $1,399 | $1,264+10.7% | $13,215-89.4% | $1,588-11.9% |