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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 | $142,972-69.2% | $214,702-79.5% | $86,983-49.3% |
| Participation rate | 93.3% | 84.9%+8.5pp | 87.5%+5.9pp | 69.5%+23.8pp |
| Annual return | 35.94% | 18.49%+17.5pp | 54.55%-18.6pp | 25.83%+10.1pp |
| Employer contribution / active EE | $10 | $4,635-99.8% | $6,461-99.8% | $2,584-99.6% |
| Participant deferral / active EE | $10,771 | $6,568+64.0% | $9,147+17.8% | $4,194+156.8% |
| Admin fee / account holder | $2,155 | $17,617-87.8% | $19,830-89.1% | $7,856-72.6% |