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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 | $40,795 | $93,620-56.4% | $135,998-70.0% | $75,184-45.7% |
| Participation rate | 92.2% | 75.2%+17.0pp | 81.9%+10.3pp | 67.2%+25.0pp |
| Annual return | 21.54% | 31.00%-9.5pp | 68.37%-46.8pp | 160.78%-139.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,860-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,759 | $6,406+67.9% | $7,761+38.6% | $4,127+160.7% |
| Admin fee / account holder | $5,343 | $6,980-23.5% | $10,769-50.4% | $5,652-5.5% |