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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 | $60,442-78.0% | $96,754-86.3% | $87,485-84.8% |
| Participation rate | 85.2% | 58.7%+26.5pp | 70.3%+15.0pp | 68.9%+16.3pp |
| Annual return | 78.62% | 21.97%+56.6pp | 82.04%-3.4pp | 26.06%+52.6pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,555 | $3,280+38.9% | $4,758-4.3% | $4,274+6.6% |
| Admin fee / account holder | $545 | $5,069-89.2% | $8,905-93.9% | $7,775-93.0% |