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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 | $116,578 | $71,197+63.7% | $93,669+24.5% | $80,925+44.1% |
| Participation rate | 83.5% | 60.4%+23.1pp | 68.7%+14.8pp | 67.7%+15.9pp |
| Annual return | 15.23% | 11.27%+4.0pp | 133.59%-118.4pp | 35.65%-20.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,976 | $4,036-1.5% | $4,416-10.0% | $4,299-7.5% |
| Admin fee / account holder | $7,336 | $6,959+5.4% | $8,291-11.5% | $6,940+5.7% |