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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,487 | $58,726-31.1% | $92,240-56.1% | $62,293-35.0% |
| Participation rate | 84.6% | 68.3%+16.3pp | 76.5%+8.1pp | 69.5%+15.1pp |
| Annual return | 12.65% | 43.62%-31.0pp | 176.29%-163.6pp | 28.90%-16.2pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,174 | $2,766+14.7% | $3,897-18.6% | $3,169+0.1% |
| Admin fee / account holder | $640 | $556+15.0% | $5,194-87.7% | $479+33.5% |