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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 | $23,282 | $59,116-60.6% | $86,438-73.1% | $68,486-66.0% |
| Participation rate | 89.6% | 75.2%+14.3pp | 80.3%+9.3pp | 67.9%+21.7pp |
| Annual return | -12.45% | -0.23%-12.2pp | 4397.19%-4409.6pp | -7.85%-4.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,849 | $5,902+66.9% | $6,952+41.7% | $4,028+144.5% |
| Admin fee / account holder | $1,931 | $5,639-65.7% | $6,733-71.3% | $5,404-64.3% |