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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 | $27,138 | $99,875-72.8% | $146,866-81.5% | $86,983-68.8% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 24.35% | 28.10%-3.7pp | 102.85%-78.5pp | 25.83%-1.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,320 | $6,322+15.8% | $7,759-5.7% | $4,194+74.6% |
| Admin fee / account holder | $1,625 | $7,838-79.3% | $13,620-88.1% | $7,856-79.3% |