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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 | $51,846 | $89,259-41.9% | $107,187-51.6% | $82,637-37.3% |
| Participation rate | 88.9% | 67.9%+21.0pp | 75.0%+13.9pp | 68.1%+20.8pp |
| Annual return | 16.44% | 21.02%-4.6pp | 204.55%-188.1pp | 53.51%-37.1pp |
| Employer contribution / active EE | $745 | $3,080-75.8% | $3,782-80.3% | $2,552-70.8% |
| Participant deferral / active EE | $3,945 | $4,037-2.3% | $5,096-22.6% | $4,126-4.4% |
| Admin fee / account holder | $2,593 | $7,381-64.9% | $9,162-71.7% | $7,339-64.7% |