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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 | $195,779 | $73,863+165.1% | $143,797+36.1% | $68,490+185.8% |
| Participation rate | 93.3% | 66.7%+26.6pp | 80.3%+12.9pp | 67.9%+25.4pp |
| Annual return | -4.76% | 0.91%-5.7pp | -0.04%-4.7pp | -7.85%+3.1pp |
| Employer contribution / active EE | $34 | $3,185-98.9% | $4,952-99.3% | $2,597-98.7% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $31,513 | $5,756+447.5% | $14,679+114.7% | $5,403+483.3% |