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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 | $25,524 | $58,093-56.1% | $80,022-68.1% | $56,289-54.7% |
| Participation rate | 85.7% | 73.6%+12.1pp | 75.8%+9.9pp | 69.9%+15.9pp |
| Annual return | -7.20% | 34.63%-41.8pp | 11.22%-18.4pp | -9.96%+2.8pp |
| Employer contribution / active EE | $372 | $1,933-80.7% | $2,468-84.9% | $2,111-82.4% |
| Participant deferral / active EE | $2,719 | $3,136-13.3% | $3,686-26.2% | $3,350-18.8% |
| Admin fee / account holder | $3,083 | $623+395.1% | $6,521-52.7% | $521+491.7% |