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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 | $56,984 | $50,947+11.8% | $74,551-23.6% | $64,173-11.2% |
| Participation rate | 87.2% | 61.1%+26.2pp | 69.1%+18.1pp | 69.6%+17.7pp |
| Annual return | -3.64% | -1.85%-1.8pp | 32.53%-36.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,354 | $2,302+89.2% | $3,108+40.1% | $3,470+25.5% |
| Admin fee / account holder | $17,418 | $4,221+312.6% | $5,059+244.3% | $4,887+256.4% |