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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 | $70,850 | $52,306+35.5% | $69,779+1.5% | $62,881+12.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 7.13% | 13.35%-6.2pp | 12.99%-5.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,397 | $2,395+208.8% | $2,931+152.4% | $3,203+130.9% |
| Admin fee / account holder | $436 | $3,691-88.2% | $4,381-90.0% | $4,296-89.9% |