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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,825-15.6% | $156,181-41.2% | $82,448+11.3% |
| Participation rate | 94.3% | 72.4%+21.9pp | 78.8%+15.4pp | 68.1%+26.2pp |
| Annual return | 10.97% | 20.59%-9.6pp | 64.87%-53.9pp | 41.64%-30.7pp |
| Employer contribution / active EE | $24 | $2,870-99.2% | $4,294-99.4% | $2,551-99.1% |
| Participant deferral / active EE | $2,507 | $4,577-45.2% | $6,132-59.1% | $4,139-39.4% |
| Admin fee / account holder | $18,875 | $9,341+102.1% | $14,586+29.4% | $7,234+160.9% |