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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 | $56,996 | $94,436-39.6% | $115,599-50.7% | $82,637-31.0% |
| Participation rate | 94.9% | 70.4%+24.4pp | 74.3%+20.6pp | 68.1%+26.8pp |
| Annual return | 17.73% | 18.37%-0.6pp | 111.10%-93.4pp | 53.51%-35.8pp |
| Employer contribution / active EE | $538 | $2,324-76.8% | $2,955-81.8% | $2,552-78.9% |
| Participant deferral / active EE | $2,803 | $3,955-29.1% | $4,889-42.7% | $4,126-32.1% |
| Admin fee / account holder | $2,789 | $10,328-73.0% | $12,841-78.3% | $7,339-62.0% |