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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 | $28,102 | $63,433-55.7% | $63,803-56.0% | $64,097-56.2% |
| Participation rate | 75.0% | 65.0%+10.0pp | 72.7%+2.3pp | 55.2%+19.8pp |
| Annual return | 17.64% | 20.74%-3.1pp | 543.72%-526.1pp | 34.64%-17.0pp |
| Employer contribution / active EE | $167 | $2,332-92.8% | $2,532-93.4% | $1,891-91.2% |
| Participant deferral / active EE | $2,697 | $3,119-13.5% | $3,843-29.8% | $3,080-12.4% |
| Admin fee / account holder | $902 | $1,489-39.4% | $5,196-82.6% | $3,454-73.9% |