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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 | $45,717 | $44,873+1.9% | $79,466-42.5% | $56,287-18.8% |
| Participation rate | 71.7% | 68.7%+2.9pp | 73.3%-1.7pp | 69.9%+1.8pp |
| Annual return | -9.74% | 0.81%-10.6pp | 718.28%-728.0pp | -9.96%+0.2pp |
| Employer contribution / active EE | $340 | $2,140-84.1% | $2,800-87.9% | $2,111-83.9% |
| Participant deferral / active EE | $2,454 | $2,746-10.6% | $3,704-33.7% | $3,350-26.7% |
| Admin fee / account holder | $640 | $418+52.9% | $5,104-87.5% | $521+22.8% |