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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 | $62,086-59.0% | $90,259-71.8% | $64,340-60.5% |
| Participation rate | 87.1% | 53.9%+33.2pp | 70.7%+16.4pp | 55.2%+31.9pp |
| Annual return | 20.71% | 16.73%+4.0pp | 18.88%+1.8pp | 24.14%-3.4pp |
| Employer contribution / active EE | $3 | $1,883-99.8% | $2,291-99.9% | $1,862-99.8% |
| Participant deferral / active EE | $4,413 | $2,557+72.6% | $3,827+15.3% | $2,980+48.1% |
| Admin fee / account holder | $2,338 | $3,317-29.5% | $7,267-67.8% | $3,703-36.9% |