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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 | $43,317 | $95,453-54.6% | $112,040-61.3% | $82,448-47.5% |
| Participation rate | 93.6% | 72.8%+20.8pp | 76.5%+17.1pp | 68.1%+25.5pp |
| Annual return | 13.94% | 23.92%-10.0pp | 24.52%-10.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $348 | $2,318-85.0% | $2,954-88.2% | $2,551-86.3% |
| Participant deferral / active EE | $4,383 | $4,224+3.8% | $5,098-14.0% | $4,139+5.9% |
| Admin fee / account holder | $9,195 | $9,013+2.0% | $12,098-24.0% | $7,234+27.1% |