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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 | $39,586 | $85,515-53.7% | $112,040-64.7% | $67,986-41.8% |
| Participation rate | 71.9% | 68.2%+3.7pp | 76.5%-4.6pp | 57.2%+14.7pp |
| Annual return | 32.81% | 29.68%+3.1pp | 24.52%+8.3pp | 31.67%+1.1pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $9,700 | $4,014+141.6% | $5,098+90.3% | $3,358+188.9% |
| Admin fee / account holder | $3,073 | $3,774-18.6% | $12,098-74.6% | $3,203-4.1% |