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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 | $19,129 | $82,674-76.9% | $125,381-84.7% | $68,486-72.1% |
| Participation rate | 94.0% | 75.1%+19.0pp | 82.4%+11.7pp | 67.9%+26.1pp |
| Annual return | 1.41% | -5.97%+7.4pp | 572.31%-570.9pp | -7.85%+9.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $16,263 | $6,111+166.1% | $7,448+118.4% | $4,028+303.8% |
| Admin fee / account holder | $1,828 | $6,277-70.9% | $10,007-81.7% | $5,404-66.2% |