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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 | $101,672+100.2% | $147,117+38.4% | $74,478+173.3% |
| Participation rate | 77.3% | 75.5%+1.7pp | 82.2%-4.9pp | 67.2%+10.1pp |
| Annual return | 13.64% | 8757.83%-8744.2pp | 420.54%-406.9pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $11,974 | $7,305+63.9% | $8,065+48.5% | $4,350+175.2% |
| Admin fee / account holder | $585 | $1,753-66.6% | $12,993-95.5% | $1,946-69.9% |