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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 | $114,712-20.0% | $173,730-47.2% | $87,485+4.9% |
| Participation rate | 94.3% | 73.0%+21.3pp | 79.6%+14.7pp | 68.9%+25.3pp |
| Annual return | 10.97% | 20.18%-9.2pp | 19.96%-9.0pp | 26.06%-15.1pp |
| Employer contribution / active EE | $24 | $2,904-99.2% | $4,577-99.5% | $2,596-99.1% |
| Participant deferral / active EE | $2,507 | $4,642-46.0% | $6,326-60.4% | $4,274-41.3% |
| Admin fee / account holder | $18,875 | $10,210+84.9% | $17,523+7.7% | $7,775+142.8% |