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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 | $49,362 | $76,401-35.4% | $106,387-53.6% | $64,173-23.1% |
| Participation rate | 95.7% | 73.5%+22.2pp | 77.5%+18.3pp | 69.6%+26.2pp |
| Annual return | 7.13% | -2.19%+9.3pp | 0.25%+6.9pp | 7.63%-0.5pp |
| Employer contribution / active EE | $623 | $2,680-76.8% | $3,520-82.3% | $2,381-73.8% |
| Participant deferral / active EE | $2,928 | $4,274-31.5% | $5,421-46.0% | $3,470-15.6% |
| Admin fee / account holder | $4,210 | $4,610-8.7% | $7,510-43.9% | $4,887-13.9% |