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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 | $33,835 | $104,482-67.6% | $159,455-78.8% | $79,393-57.4% |
| Participation rate | 76.4% | 76.6%-0.3pp | 82.8%-6.5pp | 70.7%+5.6pp |
| Annual return | 83.19% | 67.96%+15.2pp | 263.63%-180.4pp | 116.87%-33.7pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $4,830-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $8,200 | $6,467+26.8% | $7,353+11.5% | $4,046+102.7% |
| Admin fee / account holder | $1,462 | $711+105.5% | $10,800-86.5% | $627+133.3% |