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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 | $6,443 | $47,105-86.3% | $68,368-90.6% | $67,986-90.5% |
| Participation rate | 100.0% | 51.8%+48.2pp | 73.8%+26.2pp | 57.2%+42.8pp |
| Annual return | 7.83% | 48.37%-40.5pp | 292.57%-284.7pp | 31.67%-23.8pp |
| Employer contribution / active EE | $178 | $1,859-90.4% | $2,649-93.3% | $2,019-91.2% |
| Participant deferral / active EE | $507 | $2,374-78.7% | $4,123-87.7% | $3,358-84.9% |
| Admin fee / account holder | $894 | $2,435-63.3% | $5,150-82.6% | $3,203-72.1% |