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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 | $105,417 | $106,749-1.2% | $145,433-27.5% | $82,448+27.9% |
| Participation rate | 84.2% | 75.6%+8.6pp | 82.1%+2.1pp | 68.1%+16.1pp |
| Annual return | 13.65% | 27.59%-13.9pp | 66.58%-52.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $20 | $3,444-99.4% | $4,554-99.6% | $2,551-99.2% |
| Participant deferral / active EE | $9,794 | $6,519+50.2% | $7,897+24.0% | $4,139+136.6% |
| Admin fee / account holder | $4,141 | $8,390-50.6% | $13,129-68.5% | $7,234-42.8% |