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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 | $49,976-83.0% | $66,674-87.3% | $82,637-89.7% |
| Participation rate | 79.0% | 63.1%+15.9pp | 73.7%+5.4pp | 68.1%+11.0pp |
| Annual return | 16.26% | 39.09%-22.8pp | 321.24%-305.0pp | 53.51%-37.2pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,383 | $2,847-16.3% | $4,084-41.6% | $4,126-42.2% |
| Admin fee / account holder | $669 | $4,594-85.4% | $5,098-86.9% | $7,339-90.9% |