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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 | $67,776-62.5% | $90,312-71.8% | $65,306-61.0% |
| Participation rate | 87.1% | 58.1%+29.0pp | 72.9%+14.2pp | 57.7%+29.5pp |
| Annual return | 20.71% | 16.62%+4.1pp | 18.90%+1.8pp | 21.94%-1.2pp |
| Employer contribution / active EE | $3 | $2,195-99.8% | $2,243-99.8% | $1,967-99.8% |
| Participant deferral / active EE | $4,413 | $2,641+67.1% | $3,749+17.7% | $2,959+49.1% |
| Admin fee / account holder | $2,338 | $3,322-29.6% | $8,248-71.7% | $3,480-32.8% |