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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 | $17,784 | $77,638-77.1% | $156,551-88.6% | $62,881-71.7% |
| Participation rate | 72.2% | 71.2%+1.0pp | 84.0%-11.8pp | 69.3%+2.9pp |
| Annual return | 7.42% | 50.33%-42.9pp | 32.23%-24.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $120 | $3,444-96.5% | $5,501-97.8% | $2,281-94.7% |
| Participant deferral / active EE | $1,964 | $3,046-35.5% | $4,871-59.7% | $3,203-38.7% |
| Admin fee / account holder | $1,470 | $5,561-73.6% | $13,028-88.7% | $4,296-65.8% |