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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 | $51,660 | $75,962-32.0% | $154,111-66.5% | $64,173-19.5% |
| Participation rate | 98.4% | 70.4%+28.0pp | 83.0%+15.4pp | 69.6%+28.8pp |
| Annual return | -2.17% | 30.32%-32.5pp | 735.18%-737.4pp | 7.63%-9.8pp |
| Employer contribution / active EE | $161 | $3,350-95.2% | $5,298-97.0% | $2,381-93.2% |
| Participant deferral / active EE | $2,445 | $3,175-23.0% | $5,081-51.9% | $3,470-29.5% |
| Admin fee / account holder | $1,988 | $5,589-64.4% | $13,411-85.2% | $4,887-59.3% |