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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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,680 | $111,608-47.4% | $177,840-67.0% | $73,412-20.1% |
| Participation rate | 73.1% | 87.9%-14.8pp | 87.7%-14.6pp | 72.2%+0.9pp |
| Annual return | 17.61% | 18.23%-0.6pp | 48.32%-30.7pp | 59.30%-41.7pp |
| Employer contribution / active EE | $1,131 | $3,796-70.2% | $5,919-80.9% | $2,234-49.4% |
| Participant deferral / active EE | $4,374 | $6,199-29.4% | $7,714-43.3% | $3,806+14.9% |
| Admin fee / account holder | $367 | $166+121.4% | $12,431-97.1% | $158+132.2% |