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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 | $203,578 | $101,591+100.4% | $147,096+38.4% | $74,429+173.5% |
| Participation rate | 77.3% | 75.5%+1.7pp | 82.2%-4.9pp | 67.2%+10.1pp |
| Annual return | 13.64% | 8746.45%-8732.8pp | 419.75%-406.1pp | 1368.38%-1354.7pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $11,974 | $7,302+64.0% | $8,071+48.4% | $4,348+175.4% |
| Admin fee / account holder | $585 | $1,750-66.6% | $13,005-95.5% | $1,944-69.9% |