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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 | $18,502 | $82,674-77.6% | $125,363-85.2% | $68,495-73.0% |
| Participation rate | 94.6% | 75.0%+19.5pp | 82.4%+12.2pp | 67.9%+26.7pp |
| Annual return | -9.91% | -5.97%-3.9pp | 572.15%-582.1pp | -7.84%-2.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,857 | $6,111+61.3% | $7,447+32.4% | $4,028+144.7% |
| Admin fee / account holder | $580 | $6,276-90.8% | $10,005-94.2% | $5,403-89.3% |