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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 | $22,388 | $43,344-48.3% | $59,899-62.6% | $64,173-65.1% |
| Participation rate | 94.9% | 69.2%+25.7pp | 74.7%+20.2pp | 69.6%+25.3pp |
| Annual return | 129.98% | -1.55%+131.5pp | 3.46%+126.5pp | 7.63%+122.3pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,618 | $2,547-36.5% | $3,402-52.4% | $3,470-53.4% |
| Admin fee / account holder | $306 | $3,008-89.8% | $3,592-91.5% | $4,887-93.7% |