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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 | $13,208 | $48,053-72.5% | $84,623-84.4% | $72,983-81.9% |
| Participation rate | 81.3% | 57.6%+23.7pp | 68.2%+13.0pp | 69.5%+11.8pp |
| Annual return | 24.61% | 37.39%-12.8pp | 258.77%-234.2pp | 81.01%-56.4pp |
| Employer contribution / active EE | $111 | $1,602-93.1% | $2,652-95.8% | $2,440-95.4% |
| Participant deferral / active EE | $827 | $2,681-69.1% | $3,899-78.8% | $3,608-77.1% |
| Admin fee / account holder | $681 | $3,395-79.9% | $4,913-86.1% | $5,124-86.7% |