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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 | $54,297-37.7% | $97,032-65.1% | $65,306-48.2% |
| Participation rate | 90.9% | 42.3%+48.6pp | 71.6%+19.3pp | 57.7%+33.2pp |
| Annual return | 39.25% | 21.17%+18.1pp | 35.38%+3.9pp | 21.94%+17.3pp |
| Employer contribution / active EE | $0 | $1,365-100.0% | $2,629-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $9,554 | $2,259+323.0% | $4,672+104.5% | $2,959+222.8% |
| Admin fee / account holder | $2,971 | $3,744-20.7% | $9,418-68.5% | $3,480-14.6% |