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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 | $71,264 | $78,636-9.4% | $105,607-32.5% | $74,459-4.3% |
| Participation rate | 90.3% | 72.8%+17.5pp | 75.3%+15.0pp | 67.2%+23.1pp |
| Annual return | 11.68% | 15.96%-4.3pp | 116.11%-104.4pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $521 | $2,523-79.3% | $3,167-83.5% | $2,626-80.1% |
| Participant deferral / active EE | $5,649 | $4,322+30.7% | $5,011+12.7% | $4,350+29.9% |
| Admin fee / account holder | $1,210 | $2,220-45.5% | $10,958-89.0% | $1,945-37.8% |