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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 | $32,536 | $102,429-68.2% | $147,096-77.9% | $80,925-59.8% |
| Participation rate | 95.9% | 75.9%+20.1pp | 82.2%+13.7pp | 67.7%+28.3pp |
| Annual return | 10.75% | 135.02%-124.3pp | 419.75%-409.0pp | 35.65%-24.9pp |
| Employer contribution / active EE | $718 | $3,716-80.7% | $4,936-85.5% | $2,756-74.0% |
| Participant deferral / active EE | $5,017 | $6,649-24.5% | $8,071-37.8% | $4,299+16.7% |
| Admin fee / account holder | $10,252 | $7,957+28.8% | $13,005-21.2% | $6,940+47.7% |