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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 | $29,694 | $102,422-71.0% | $147,117-79.8% | $80,959-63.3% |
| Participation rate | 89.8% | 75.9%+13.9pp | 82.2%+7.6pp | 67.7%+22.1pp |
| Annual return | 23.95% | 135.16%-111.2pp | 420.54%-396.6pp | 35.67%-11.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,933 | $6,652+79.4% | $8,065+48.0% | $4,300+177.5% |
| Admin fee / account holder | $6,177 | $7,953-22.3% | $12,993-52.5% | $6,925-10.8% |