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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 | $46,081 | $82,674-44.3% | $125,381-63.2% | $68,486-32.7% |
| Participation rate | 86.6% | 75.1%+11.5pp | 82.4%+4.2pp | 67.9%+18.7pp |
| Annual return | -11.10% | -5.97%-5.1pp | 572.31%-583.4pp | -7.85%-3.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $13,989 | $6,111+128.9% | $7,448+87.8% | $4,028+247.3% |
| Admin fee / account holder | $6,186 | $6,277-1.4% | $10,007-38.2% | $5,404+14.5% |