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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 | $23,784 | $58,320-59.2% | $86,439-72.5% | $66,930-64.5% |
| Participation rate | 71.1% | 78.6%-7.5pp | 80.3%-9.3pp | 69.8%+1.2pp |
| Annual return | -7.25% | -9.71%+2.5pp | 4395.55%-4402.8pp | 1.57%-8.8pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $8,531 | $6,899+23.7% | $6,952+22.7% | $4,238+101.3% |
| Admin fee / account holder | $351 | $546-35.7% | $6,732-94.8% | $593-40.8% |