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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 | $8,480 | $51,638-83.6% | $68,368-87.6% | $82,448-89.7% |
| Participation rate | 79.0% | 63.6%+15.4pp | 73.8%+5.3pp | 68.1%+11.0pp |
| Annual return | 16.26% | 37.53%-21.3pp | 292.57%-276.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,383 | $2,914-18.2% | $4,123-42.2% | $4,139-42.4% |
| Admin fee / account holder | $669 | $4,643-85.6% | $5,150-87.0% | $7,234-90.8% |