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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 | $101,499-61.4% | $147,005-73.4% | $74,546-47.5% |
| Participation rate | 81.8% | 75.5%+6.3pp | 82.2%-0.3pp | 67.2%+14.6pp |
| Annual return | 13.46% | 8732.34%-8718.9pp | 418.76%-405.3pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $12 | $3,811-99.7% | $4,934-99.8% | $2,624-99.5% |
| Participant deferral / active EE | $4,378 | $7,304-40.1% | $8,070-45.8% | $4,347+0.7% |
| Admin fee / account holder | $1,464 | $1,748-16.3% | $13,006-88.7% | $1,944-24.7% |