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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 | $77,358-54.5% | $102,184-65.5% | $87,485-59.7% |
| Participation rate | 90.2% | 78.7%+11.5pp | 82.6%+7.6pp | 68.9%+21.3pp |
| Annual return | 20.89% | 41.11%-20.2pp | 31.58%-10.7pp | 26.06%-5.2pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,134 | $6,753+50.1% | $8,309+22.0% | $4,274+137.1% |
| Admin fee / account holder | $7,146 | $6,809+4.9% | $11,609-38.4% | $7,775-8.1% |