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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 | $78,520-55.1% | $96,576-63.5% | $82,448-57.3% |
| Participation rate | 90.2% | 77.7%+12.5pp | 81.4%+8.8pp | 68.1%+22.1pp |
| Annual return | 20.89% | 41.30%-20.4pp | 38.47%-17.6pp | 41.64%-20.7pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,134 | $6,754+50.0% | $7,956+27.4% | $4,139+144.8% |
| Admin fee / account holder | $7,146 | $13,455-46.9% | $11,381-37.2% | $7,234-1.2% |