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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 | $79,867-50.4% | $120,344-67.1% | $64,340-38.5% |
| Participation rate | 71.9% | 63.0%+8.9pp | 76.7%-4.8pp | 55.2%+16.7pp |
| Annual return | 32.81% | 21.10%+11.7pp | 20.30%+12.5pp | 24.14%+8.7pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $9,700 | $3,593+170.0% | $5,135+88.9% | $2,980+225.5% |
| Admin fee / account holder | $3,073 | $5,039-39.0% | $12,742-75.9% | $3,703-17.0% |