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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 | $13,271 | $57,590-77.0% | $86,233-84.6% | $82,448-83.9% |
| Participation rate | 85.2% | 57.9%+27.4pp | 69.0%+16.2pp | 68.1%+17.2pp |
| Annual return | 78.62% | 22.41%+56.2pp | 61.39%+17.2pp | 41.64%+37.0pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,555 | $3,080+47.9% | $4,559-0.1% | $4,139+10.0% |
| Admin fee / account holder | $545 | $4,730-88.5% | $8,342-93.5% | $7,234-92.5% |