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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 | $33,467 | $81,487-58.9% | $102,412-67.3% | $80,935-58.7% |
| Participation rate | 84.1% | 66.8%+17.3pp | 74.5%+9.6pp | 67.7%+16.5pp |
| Annual return | 8.04% | 25.60%-17.6pp | 24.94%-16.9pp | 35.66%-27.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,749 | $3,871+22.7% | $5,060-6.2% | $4,299+10.4% |
| Admin fee / account holder | $14,487 | $6,717+115.7% | $8,388+72.7% | $6,924+109.2% |