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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 | $27,101 | $88,360-69.3% | $145,433-81.4% | $67,986-60.1% |
| Participation rate | 80.3% | 65.5%+14.8pp | 82.1%-1.8pp | 57.2%+23.1pp |
| Annual return | 60.27% | 63.15%-2.9pp | 66.58%-6.3pp | 31.67%+28.6pp |
| Employer contribution / active EE | $7 | $3,054-99.8% | $4,554-99.9% | $2,019-99.7% |
| Participant deferral / active EE | $8,440 | $5,932+42.3% | $7,897+6.9% | $3,358+151.3% |
| Admin fee / account holder | $916 | $3,313-72.4% | $13,129-93.0% | $3,203-71.4% |