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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 | $28,982 | $106,524-72.8% | $152,301-81.0% | $87,485-66.9% |
| Participation rate | 84.1% | 75.8%+8.3pp | 82.4%+1.6pp | 68.9%+15.2pp |
| Annual return | 30.99% | 26.89%+4.1pp | 80.50%-49.5pp | 26.06%+4.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,794 | $6,525+19.4% | $8,004-2.6% | $4,274+82.4% |
| Admin fee / account holder | $2,955 | $8,287-64.3% | $14,398-79.5% | $7,775-62.0% |