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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 | $25,470 | $88,672-71.3% | $105,223-75.8% | $82,448-69.1% |
| Participation rate | 83.8% | 67.9%+15.8pp | 75.0%+8.7pp | 68.1%+15.7pp |
| Annual return | 14.35% | 30.86%-16.5pp | 180.65%-166.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $456 | $3,048-85.1% | $3,689-87.6% | $2,551-82.1% |
| Participant deferral / active EE | $2,967 | $4,036-26.5% | $5,072-41.5% | $4,139-28.3% |
| Admin fee / account holder | $829 | $7,146-88.4% | $8,859-90.6% | $7,234-88.5% |