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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,093 | $102,422-60.9% | $147,117-72.7% | $80,959-50.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 10.93% | 135.16%-124.2pp | 420.54%-409.6pp | 35.67%-24.7pp |
| Employer contribution / active EE | $787 | $3,717-78.8% | $4,932-84.0% | $2,757-71.4% |
| Participant deferral / active EE | $3,187 | $6,652-52.1% | $8,065-60.5% | $4,300-25.9% |
| Admin fee / account holder | $703 | $7,953-91.2% | $12,993-94.6% | $6,925-89.9% |