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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 | $56,697 | $65,367-13.3% | $92,915-39.0% | $72,976-22.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 4.27% | 42.11%-37.8pp | 109.45%-105.2pp | 81.02%-76.7pp |
| Employer contribution / active EE | $167 | $2,594-93.5% | $3,653-95.4% | $2,440-93.1% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,526 | $4,251-64.1% | $5,796-73.7% | $5,124-70.2% |