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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 | $25,445 | $63,904-60.2% | $89,340-71.5% | $67,986-62.6% |
| Participation rate | 87.1% | 54.3%+32.8pp | 69.6%+17.6pp | 57.2%+29.9pp |
| Annual return | 20.71% | 18.09%+2.6pp | 20.57%+0.1pp | 31.67%-11.0pp |
| Employer contribution / active EE | $3 | $1,627-99.8% | $2,231-99.8% | $2,019-99.8% |
| Participant deferral / active EE | $4,413 | $2,691+64.0% | $3,823+15.4% | $3,358+31.4% |
| Admin fee / account holder | $2,338 | $3,315-29.5% | $6,704-65.1% | $3,203-27.0% |