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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 | $91,805 | $123,478-25.7% | $216,567-57.6% | $94,015-2.4% |
| Participation rate | 94.3% | 75.1%+19.1pp | 81.6%+12.6pp | 70.8%+23.4pp |
| Annual return | 10.97% | 23.61%-12.6pp | 12.94%-2.0pp | 17.84%-6.9pp |
| Employer contribution / active EE | $24 | $3,136-99.2% | $5,216-99.5% | $2,790-99.1% |
| Participant deferral / active EE | $2,507 | $4,556-45.0% | $6,191-59.5% | $4,249-41.0% |
| Admin fee / account holder | $18,875 | $12,753+48.0% | $21,981-14.1% | $8,951+110.9% |