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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 | $32,227 | $84,493-61.9% | $125,381-74.3% | $66,938-51.9% |
| Participation rate | 88.1% | 76.4%+11.7pp | 82.4%+5.7pp | 69.8%+18.3pp |
| Annual return | -5.45% | -8.49%+3.0pp | 572.31%-577.8pp | 1.58%-7.0pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $10,977 | $6,783+61.8% | $7,448+47.4% | $4,238+159.0% |
| Admin fee / account holder | $2,355 | $685+243.8% | $10,007-76.5% | $594+296.8% |