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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 | $14,125 | $51,638-72.6% | $68,368-79.3% | $82,448-82.9% |
| Participation rate | 81.2% | 63.6%+17.5pp | 73.8%+7.4pp | 68.1%+13.1pp |
| Annual return | 14.55% | 37.53%-23.0pp | 292.57%-278.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,602 | $2,914-10.7% | $4,123-36.9% | $4,139-37.2% |
| Admin fee / account holder | $903 | $4,643-80.5% | $5,150-82.5% | $7,234-87.5% |