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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 | $41,583 | $52,507-20.8% | $129,406-67.9% | $74,478-44.2% |
| Participation rate | 93.6% | 53.9%+39.7pp | 69.6%+24.0pp | 67.2%+26.4pp |
| Annual return | 17.54% | 15.64%+1.9pp | 9468.18%-9450.6pp | 1370.56%-1353.0pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $4,155-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $6,558 | $2,801+134.2% | $4,167+57.4% | $4,350+50.8% |
| Admin fee / account holder | $2,158 | $2,639-18.2% | $7,689-71.9% | $1,946+10.9% |