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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 | $10,000 | $57,305-82.5% | $86,640-88.5% | $75,173-86.7% |
| Participation rate | 79.7% | 63.2%+16.5pp | 71.7%+8.0pp | 67.2%+12.5pp |
| Annual return | 13.88% | 2674.24%-2660.4pp | 592.52%-578.6pp | 160.72%-146.8pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,214 | $3,320-33.3% | $4,438-50.1% | $4,126-46.3% |
| Admin fee / account holder | $439 | $4,116-89.3% | $5,616-92.2% | $5,651-92.2% |