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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 | $50,196 | $82,133-38.9% | $147,318-65.9% | $64,097-21.7% |
| Participation rate | 84.6% | 62.3%+22.3pp | 82.1%+2.6pp | 55.2%+29.4pp |
| Annual return | 22.01% | 78.78%-56.8pp | 70.43%-48.4pp | 34.64%-12.6pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $10,655 | $5,407+97.0% | $7,906+34.8% | $3,080+245.9% |
| Admin fee / account holder | $5,803 | $3,730+55.6% | $13,708-57.7% | $3,454+68.0% |