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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 | $33,840 | $44,746-24.4% | $88,179-61.6% | $64,097-47.2% |
| Participation rate | 90.9% | 39.8%+51.1pp | 69.1%+21.8pp | 55.2%+35.7pp |
| Annual return | 39.25% | 24.70%+14.5pp | 64.97%-25.7pp | 34.64%+4.6pp |
| Employer contribution / active EE | $0 | $1,078-100.0% | $2,549-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $9,554 | $2,072+361.1% | $4,614+107.1% | $3,080+210.2% |
| Admin fee / account holder | $2,971 | $3,437-13.6% | $7,673-61.3% | $3,454-14.0% |