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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 | $105,284-41.1% | $150,734-58.8% | $94,015-34.0% |
| Participation rate | 71.3% | 71.7%-0.5pp | 78.4%-7.2pp | 70.8%+0.4pp |
| Annual return | 16.84% | 15.67%+1.2pp | 600.81%-584.0pp | 17.84%-1.0pp |
| Employer contribution / active EE | $616 | $3,599-82.9% | $4,918-87.5% | $2,790-77.9% |
| Participant deferral / active EE | $3,299 | $4,274-22.8% | $5,610-41.2% | $4,249-22.4% |
| Admin fee / account holder | $1,773 | $9,839-82.0% | $14,905-88.1% | $8,951-80.2% |