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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 | $39,136 | $101,653-61.5% | $147,080-73.4% | $74,459-47.4% |
| Participation rate | 81.8% | 75.6%+6.3pp | 82.2%-0.4pp | 67.2%+14.6pp |
| Annual return | 13.46% | 8754.98%-8741.5pp | 420.17%-406.7pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $12 | $3,813-99.7% | $4,933-99.8% | $2,626-99.5% |
| Participant deferral / active EE | $4,378 | $7,304-40.1% | $8,066-45.7% | $4,350+0.6% |
| Admin fee / account holder | $1,464 | $1,752-16.4% | $12,989-88.7% | $1,945-24.7% |