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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 | $51,171 | $91,439-44.0% | $135,974-62.4% | $71,511-28.4% |
| Participation rate | 95.6% | 75.7%+20.0pp | 81.9%+13.7pp | 67.9%+27.7pp |
| Annual return | 45.95% | 29.90%+16.1pp | 68.30%-22.4pp | 28.86%+17.1pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $10,990 | $7,093+54.9% | $7,760+41.6% | $4,291+156.2% |
| Admin fee / account holder | $4,074 | $1,267+221.6% | $10,767-62.2% | $1,588+156.4% |