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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 | $75,709 | $84,493-10.4% | $125,381-39.6% | $66,938+13.1% |
| Participation rate | 78.7% | 76.4%+2.3pp | 82.4%-3.7pp | 69.8%+8.9pp |
| Annual return | -20.65% | -8.49%-12.2pp | 572.31%-593.0pp | 1.58%-22.2pp |
| Employer contribution / active EE | $785 | $3,554-77.9% | $4,815-83.7% | $2,545-69.1% |
| Participant deferral / active EE | $12,221 | $6,783+80.2% | $7,448+64.1% | $4,238+188.3% |
| Admin fee / account holder | $14,666 | $685+2041.0% | $10,007+46.6% | $594+2371.1% |