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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 | $71,547 | $79,867-10.4% | $120,344-40.5% | $64,340+11.2% |
| Participation rate | 79.5% | 63.0%+16.5pp | 76.7%+2.8pp | 55.2%+24.2pp |
| Annual return | 15.75% | 21.10%-5.4pp | 20.30%-4.6pp | 24.14%-8.4pp |
| Employer contribution / active EE | $472 | $1,925-75.5% | $3,020-84.4% | $1,862-74.6% |
| Participant deferral / active EE | $4,720 | $3,593+31.4% | $5,135-8.1% | $2,980+58.4% |
| Admin fee / account holder | $1,000 | $5,039-80.2% | $12,742-92.2% | $3,703-73.0% |