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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 | $87,129 | $71,872+21.2% | $86,691+0.5% | $68,495+27.2% |
| Participation rate | 97.8% | 72.2%+25.5pp | 76.6%+21.2pp | 67.9%+29.9pp |
| Annual return | -17.91% | 3.53%-21.4pp | 35.94%-53.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,000 | $3,779+58.8% | $4,656+28.9% | $4,028+49.0% |
| Admin fee / account holder | $4,214 | $6,112-31.1% | $7,492-43.8% | $5,403-22.0% |