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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,298 | $72,404-7.1% | $110,243-39.0% | $64,173+4.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -8.02% | -6.29%-1.7pp | 314.76%-322.8pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,946 | $3,469+42.6% | $4,672+5.9% | $3,470+42.6% |
| Admin fee / account holder | $3,111 | $5,664-45.1% | $8,548-63.6% | $4,887-36.3% |