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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 | $70,725 | $45,343+56.0% | $150,298-52.9% | $67,986+4.0% |
| Participation rate | 75.6% | 51.9%+23.7pp | 77.8%-2.2pp | 57.2%+18.3pp |
| Annual return | 36.23% | 33.28%+3.0pp | 62.79%-26.6pp | 31.67%+4.6pp |
| Employer contribution / active EE | $2 | $1,462-99.9% | $4,154-100.0% | $2,019-99.9% |
| Participant deferral / active EE | $10,269 | $2,055+399.8% | $5,453+88.3% | $3,358+205.8% |
| Admin fee / account holder | $8,350 | $2,250+271.1% | $14,116-40.8% | $3,203+160.7% |