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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 | $112,290 | $105,200+6.7% | $159,474-29.6% | $85,847+30.8% |
| Participation rate | 75.5% | 75.8%-0.2pp | 82.8%-7.3pp | 69.3%+6.2pp |
| Annual return | 20.16% | 45.08%-24.9pp | 263.68%-243.5pp | 318.61%-298.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,206 | $5,946+38.0% | $7,353+11.6% | $3,952+107.6% |
| Admin fee / account holder | $8,718 | $6,934+25.7% | $10,802-19.3% | $6,261+39.3% |