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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 | $55,333 | $146,267-62.2% | $197,124-71.9% | $82,448-32.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 86.7%-11.7pp | 68.1%+6.9pp |
| Annual return | 18.10% | 29.61%-11.5pp | 44.34%-26.2pp | 41.64%-23.5pp |
| Employer contribution / active EE | $277 | $4,723-94.1% | $6,227-95.5% | $2,551-89.1% |
| Participant deferral / active EE | $8,596 | $7,035+22.2% | $9,135-5.9% | $4,139+107.7% |
| Admin fee / account holder | $2,683 | $14,422-81.4% | $16,298-83.5% | $7,234-62.9% |