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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 | $56,951 | $57,073-0.2% | $85,126-33.1% | $80,925-29.6% |
| Participation rate | 95.4% | 56.4%+39.0pp | 67.5%+27.9pp | 67.7%+27.7pp |
| Annual return | 15.80% | 21.69%-5.9pp | 66.63%-50.8pp | 35.65%-19.9pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $19,228 | $3,113+517.6% | $4,523+325.1% | $4,299+347.3% |
| Admin fee / account holder | $2,396 | $4,988-52.0% | $6,160-61.1% | $6,940-65.5% |