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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 | $81,334-12.0% | $113,397-36.9% | $64,097+11.6% |
| Participation rate | 79.5% | 65.6%+13.8pp | 76.5%+3.0pp | 55.2%+24.3pp |
| Annual return | 15.75% | 32.50%-16.8pp | 23.20%-7.5pp | 34.64%-18.9pp |
| Employer contribution / active EE | $472 | $2,077-77.3% | $2,977-84.1% | $1,891-75.0% |
| Participant deferral / active EE | $4,720 | $3,795+24.4% | $5,076-7.0% | $3,080+53.2% |
| Admin fee / account holder | $1,000 | $4,208-76.2% | $11,957-91.6% | $3,454-71.0% |