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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 | $79,732 | $54,729+45.7% | $86,235-7.5% | $71,529+11.5% |
| Participation rate | 89.7% | 60.1%+29.5pp | 69.0%+20.7pp | 67.9%+21.7pp |
| Annual return | 16.53% | 20.07%-3.5pp | 1170.03%-1153.5pp | 28.97%-12.4pp |
| Employer contribution / active EE | $291 | $1,267-77.1% | $2,381-87.8% | $2,590-88.8% |
| Participant deferral / active EE | $2,906 | $3,110-6.6% | $3,987-27.1% | $4,291-32.3% |
| Admin fee / account holder | $5,318 | $1,921+176.8% | $6,856-22.4% | $1,588+234.8% |