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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 | $62,050 | $88,672-30.0% | $105,223-41.0% | $82,448-24.7% |
| Participation rate | 71.3% | 67.9%+3.3pp | 75.0%-3.8pp | 68.1%+3.2pp |
| Annual return | 16.84% | 30.86%-14.0pp | 180.65%-163.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $616 | $3,048-79.8% | $3,689-83.3% | $2,551-75.8% |
| Participant deferral / active EE | $3,299 | $4,036-18.3% | $5,072-35.0% | $4,139-20.3% |
| Admin fee / account holder | $1,773 | $7,146-75.2% | $8,859-80.0% | $7,234-75.5% |