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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 | $25,871 | $60,349-57.1% | $74,184-65.1% | $62,881-58.9% |
| Participation rate | 93.3% | 72.7%+20.6pp | 76.6%+16.7pp | 69.3%+24.0pp |
| Annual return | 5.03% | 21.38%-16.3pp | 17.74%-12.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,665 | $2,856-41.7% | $3,550-53.1% | $3,203-48.0% |
| Admin fee / account holder | $1,887 | $4,261-55.7% | $5,586-66.2% | $4,296-56.1% |