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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 | $35,217 | $83,061-57.6% | $126,068-72.1% | $94,015-62.5% |
| Participation rate | 90.2% | 81.2%+9.1pp | 84.7%+5.5pp | 70.8%+19.4pp |
| Annual return | 20.89% | 20.41%+0.5pp | 15.01%+5.9pp | 17.84%+3.0pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $10,134 | $7,042+43.9% | $8,214+23.4% | $4,249+138.5% |
| Admin fee / account holder | $7,146 | $7,208-0.9% | $18,264-60.9% | $8,951-20.2% |