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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 | $90,107-69.9% | $182,262-85.1% | $69,733-61.1% |
| Participation rate | 80.3% | 64.8%+15.5pp | 84.2%-3.9pp | 62.5%+17.8pp |
| Annual return | 60.27% | 95.58%-35.3pp | 140.60%-80.3pp | 15.22%+45.1pp |
| Employer contribution / active EE | $7 | $3,043-99.8% | $5,046-99.9% | $2,250-99.7% |
| Participant deferral / active EE | $8,440 | $5,135+64.4% | $8,276+2.0% | $3,054+176.3% |
| Admin fee / account holder | $916 | $3,377-72.9% | $16,712-94.5% | $3,102-70.5% |