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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 | $68,306 | $85,766-20.4% | $136,298-49.9% | $70,126-2.6% |
| Participation rate | 97.6% | 74.2%+23.4pp | 81.9%+15.6pp | 69.5%+28.0pp |
| Annual return | 225.56% | 31.46%+194.1pp | 5156.27%-4930.7pp | 73.15%+152.4pp |
| Employer contribution / active EE | $428 | $2,966-85.6% | $4,696-90.9% | $2,343-81.7% |
| Participant deferral / active EE | $5,878 | $5,051+16.4% | $6,247-5.9% | $3,332+76.4% |
| Admin fee / account holder | $367 | $5,421-93.2% | $9,244-96.0% | $4,645-92.1% |