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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 | $32,886 | $79,867-58.8% | $120,344-72.7% | $64,340-48.9% |
| Participation rate | 91.2% | 63.0%+28.2pp | 76.7%+14.5pp | 55.2%+35.9pp |
| Annual return | 44.14% | 21.10%+23.0pp | 20.30%+23.8pp | 24.14%+20.0pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $9,911 | $3,593+175.8% | $5,135+93.0% | $2,980+232.5% |
| Admin fee / account holder | $2,252 | $5,039-55.3% | $12,742-82.3% | $3,703-39.2% |