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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 | $28,756 | $73,102-60.7% | $123,549-76.7% | $56,287-48.9% |
| Participation rate | 79.4% | 74.3%+5.1pp | 82.3%-2.9pp | 69.9%+9.6pp |
| Annual return | -5.56% | 3.01%-8.6pp | 119.20%-124.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,546 | $5,423-16.2% | $6,426-29.3% | $3,350+35.7% |
| Admin fee / account holder | $1,592 | $554+187.5% | $9,284-82.9% | $521+205.5% |