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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 | $32,903 | $81,334-59.5% | $113,397-71.0% | $64,097-48.7% |
| Participation rate | 86.1% | 65.6%+20.4pp | 76.5%+9.6pp | 55.2%+30.9pp |
| Annual return | 14.45% | 32.50%-18.1pp | 23.20%-8.8pp | 34.64%-20.2pp |
| Employer contribution / active EE | $521 | $2,077-74.9% | $2,977-82.5% | $1,891-72.4% |
| Participant deferral / active EE | $2,084 | $3,795-45.1% | $5,076-58.9% | $3,080-32.3% |
| Admin fee / account holder | $592 | $4,208-85.9% | $11,957-95.0% | $3,454-82.8% |