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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 | $55,390 | $73,102-24.2% | $123,549-55.2% | $56,287-1.6% |
| Participation rate | 74.5% | 74.3%+0.2pp | 82.3%-7.8pp | 69.9%+4.7pp |
| Annual return | -7.35% | 3.01%-10.4pp | 119.20%-126.6pp | -9.96%+2.6pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,425 | $5,423-18.4% | $6,426-31.1% | $3,350+32.1% |
| Admin fee / account holder | $890 | $554+60.7% | $9,284-90.4% | $521+70.8% |