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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 | $101,499+100.6% | $147,005+38.5% | $74,546+173.1% |
| Participation rate | 77.3% | 75.5%+1.7pp | 82.2%-4.9pp | 67.2%+10.1pp |
| Annual return | 13.64% | 8732.34%-8718.7pp | 418.76%-405.1pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $11,974 | $7,304+63.9% | $8,070+48.4% | $4,347+175.4% |
| Admin fee / account holder | $585 | $1,748-66.5% | $13,006-95.5% | $1,944-69.9% |