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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,342 | $63,355-41.1% | $91,994-59.4% | $72,983-48.8% |
| Participation rate | 87.8% | 72.5%+15.3pp | 78.6%+9.1pp | 69.5%+18.3pp |
| Annual return | 14.04% | 35.35%-21.3pp | 69.03%-55.0pp | 81.01%-67.0pp |
| Employer contribution / active EE | $51 | $2,116-97.6% | $3,452-98.5% | $2,440-97.9% |
| Participant deferral / active EE | $2,282 | $4,883-53.3% | $5,923-61.5% | $3,608-36.7% |
| Admin fee / account holder | $881 | $4,668-81.1% | $7,743-88.6% | $5,124-82.8% |