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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 | $59,863 | $101,539-41.0% | $147,041-59.3% | $74,400-19.5% |
| Participation rate | 88.0% | 75.5%+12.5pp | 82.2%+5.9pp | 67.2%+20.8pp |
| Annual return | 383.75% | 8740.84%-8357.1pp | 419.21%-35.5pp | 1367.51%-983.8pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $8,729 | $7,304+19.5% | $8,071+8.2% | $4,348+100.7% |
| Admin fee / account holder | $2,438 | $1,749+39.4% | $13,006-81.3% | $1,944+25.5% |