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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 | $21,122 | $51,736-59.2% | $120,225-82.4% | $67,986-68.9% |
| Participation rate | 96.2% | 46.1%+50.1pp | 69.6%+26.6pp | 57.2%+38.9pp |
| Annual return | 34.68% | 31.98%+2.7pp | 439.23%-404.5pp | 31.67%+3.0pp |
| Employer contribution / active EE | $3 | $1,071-99.8% | $3,475-99.9% | $2,019-99.9% |
| Participant deferral / active EE | $5,566 | $2,206+152.3% | $3,999+39.2% | $3,358+65.8% |
| Admin fee / account holder | $2,784 | $4,159-33.1% | $5,696-51.1% | $3,203-13.1% |