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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 | $85,515-16.3% | $112,040-36.1% | $67,986+5.2% |
| Participation rate | 79.5% | 68.2%+11.3pp | 76.5%+3.0pp | 57.2%+22.3pp |
| Annual return | 15.75% | 29.68%-13.9pp | 24.52%-8.8pp | 31.67%-15.9pp |
| Employer contribution / active EE | $472 | $2,191-78.5% | $2,954-84.0% | $2,019-76.6% |
| Participant deferral / active EE | $4,720 | $4,014+17.6% | $5,098-7.4% | $3,358+40.5% |
| Admin fee / account holder | $1,000 | $3,774-73.5% | $12,098-91.7% | $3,203-68.8% |