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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 | $58,287 | $116,412-49.9% | $156,181-62.7% | - |
| Participation rate | 88.9% | 77.9%+11.0pp | 78.8%+10.1pp | - |
| Annual return | 17.77% | 16.48%+1.3pp | 64.87%-47.1pp | - |
| Employer contribution / active EE | $1,422 | $2,587-45.0% | $4,294-66.9% | - |
| Participant deferral / active EE | $3,904 | $4,514-13.5% | $6,132-36.3% | - |
| Admin fee / account holder | $10,333 | $18,889-45.3% | $14,586-29.2% | - |