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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 | $88,672-44.8% | $105,223-53.5% | $82,448-40.6% |
| Participation rate | 97.2% | 67.9%+29.3pp | 75.0%+22.2pp | 68.1%+29.2pp |
| Annual return | 12.10% | 30.86%-18.8pp | 180.65%-168.6pp | 41.64%-29.5pp |
| Employer contribution / active EE | $665 | $3,048-78.2% | $3,689-82.0% | $2,551-73.9% |
| Participant deferral / active EE | $4,293 | $4,036+6.4% | $5,072-15.4% | $4,139+3.7% |
| Admin fee / account holder | $7,018 | $7,146-1.8% | $8,859-20.8% | $7,234-3.0% |