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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,949 | $93,345-47.6% | $119,126-58.9% | $87,485-44.0% |
| Participation rate | 97.2% | 68.7%+28.5pp | 75.8%+21.5pp | 68.9%+28.3pp |
| Annual return | 12.10% | 19.08%-7.0pp | 282.11%-270.0pp | 26.06%-14.0pp |
| Employer contribution / active EE | $665 | $3,172-79.0% | $4,034-83.5% | $2,596-74.4% |
| Participant deferral / active EE | $4,293 | $4,099+4.7% | $5,318-19.3% | $4,274+0.5% |
| Admin fee / account holder | $7,018 | $8,039-12.7% | $10,693-34.4% | $7,775-9.7% |