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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 | $43,167 | $84,482-48.9% | $125,363-65.6% | $66,930-35.5% |
| Participation rate | 96.0% | 76.4%+19.6pp | 82.4%+13.6pp | 69.8%+26.2pp |
| Annual return | -17.33% | -8.49%-8.8pp | 572.15%-589.5pp | 1.57%-18.9pp |
| Employer contribution / active EE | $502 | $3,553-85.9% | $4,815-89.6% | $2,545-80.3% |
| Participant deferral / active EE | $5,019 | $6,782-26.0% | $7,447-32.6% | $4,238+18.4% |
| Admin fee / account holder | $8,410 | $685+1127.8% | $10,005-15.9% | $593+1317.1% |