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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 | $15,908 | $75,959-79.1% | $154,114-89.7% | $64,181-75.2% |
| Participation rate | 92.7% | 70.4%+22.3pp | 83.0%+9.7pp | 69.6%+23.1pp |
| Annual return | -10.91% | 30.32%-41.2pp | 735.16%-746.1pp | 7.63%-18.5pp |
| Employer contribution / active EE | $249 | $3,350-92.6% | $5,298-95.3% | $2,381-89.6% |
| Participant deferral / active EE | $1,682 | $3,175-47.0% | $5,081-66.9% | $3,470-51.5% |
| Admin fee / account holder | $388 | $5,589-93.1% | $13,411-97.1% | $4,887-92.1% |