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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 | $28,050 | $59,107-52.5% | $86,439-67.5% | $68,495-59.0% |
| Participation rate | 85.4% | 75.2%+10.1pp | 80.3%+5.0pp | 67.9%+17.5pp |
| Annual return | -13.69% | -0.23%-13.5pp | 4395.55%-4409.2pp | -7.84%-5.8pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,450 | $5,901+127.9% | $6,952+93.5% | $4,028+233.9% |
| Admin fee / account holder | $2,089 | $5,637-62.9% | $6,732-69.0% | $5,403-61.3% |