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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 | $106,524-1.0% | $152,301-30.8% | $87,485+20.5% |
| Participation rate | 84.2% | 75.8%+8.5pp | 82.4%+1.8pp | 68.9%+15.3pp |
| Annual return | 13.65% | 26.89%-13.2pp | 80.50%-66.9pp | 26.06%-12.4pp |
| Employer contribution / active EE | $20 | $3,371-99.4% | $4,624-99.6% | $2,596-99.2% |
| Participant deferral / active EE | $9,794 | $6,525+50.1% | $8,004+22.4% | $4,274+129.2% |
| Admin fee / account holder | $4,141 | $8,287-50.0% | $14,398-71.2% | $7,775-46.7% |