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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 | $58,520 | $76,112-23.1% | $96,544-39.4% | $71,529-18.2% |
| Participation rate | 92.2% | 74.4%+17.8pp | 76.0%+16.2pp | 67.9%+24.3pp |
| Annual return | 19.19% | 22.80%-3.6pp | 25.88%-6.7pp | 28.97%-9.8pp |
| Employer contribution / active EE | $696 | $2,248-69.0% | $2,966-76.5% | $2,590-73.1% |
| Participant deferral / active EE | $6,800 | $4,217+61.3% | $4,851+40.2% | $4,291+58.5% |
| Admin fee / account holder | $7,249 | $2,708+167.6% | $8,254-12.2% | $1,588+356.3% |