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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 | $13,170 | $47,479-72.3% | $62,929-79.1% | $82,448-84.0% |
| Participation rate | 88.1% | 66.9%+21.2pp | 73.1%+15.0pp | 68.1%+20.0pp |
| Annual return | 40.67% | 20.34%+20.3pp | 1063.93%-1023.3pp | 41.64%-1.0pp |
| Employer contribution / active EE | $11 | $1,885-99.4% | $2,505-99.6% | $2,551-99.6% |
| Participant deferral / active EE | $5,685 | $2,870+98.1% | $3,888+46.2% | $4,139+37.3% |
| Admin fee / account holder | $1,321 | $3,804-65.3% | $5,065-73.9% | $7,234-81.7% |