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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 | $44,069 | $143,969-69.4% | $199,883-78.0% | $82,637-46.7% |
| Participation rate | 93.3% | 84.1%+9.2pp | 86.8%+6.6pp | 68.1%+25.3pp |
| Annual return | 35.94% | 25.67%+10.3pp | 43.81%-7.9pp | 53.51%-17.6pp |
| Employer contribution / active EE | $10 | $4,632-99.8% | $6,261-99.8% | $2,552-99.6% |
| Participant deferral / active EE | $10,771 | $6,937+55.3% | $9,138+17.9% | $4,126+161.0% |
| Admin fee / account holder | $2,155 | $14,597-85.2% | $17,268-87.5% | $7,339-70.6% |