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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 | $37,785 | $83,061-54.5% | $126,068-70.0% | $94,015-59.8% |
| Participation rate | 90.8% | 81.2%+9.6pp | 84.7%+6.1pp | 70.8%+20.0pp |
| Annual return | 31.10% | 20.41%+10.7pp | 15.01%+16.1pp | 17.84%+13.3pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $8,457 | $7,042+20.1% | $8,214+3.0% | $4,249+99.0% |
| Admin fee / account holder | $1,166 | $7,208-83.8% | $18,264-93.6% | $8,951-87.0% |