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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,468 | $109,359-58.4% | $162,185-72.0% | $72,976-37.7% |
| Participation rate | 98.7% | 84.3%+14.4pp | 87.6%+11.1pp | 69.5%+29.2pp |
| Annual return | 5.47% | 25.46%-20.0pp | 115.61%-110.1pp | 81.02%-75.5pp |
| Employer contribution / active EE | $160 | $3,907-95.9% | $5,613-97.1% | $2,440-93.4% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,629 | $7,972-79.6% | $10,844-85.0% | $5,124-68.2% |