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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 | $24,194 | $78,520-69.2% | $96,576-74.9% | $82,448-70.7% |
| Participation rate | 88.5% | 77.7%+10.8pp | 81.4%+7.1pp | 68.1%+20.5pp |
| Annual return | 100.36% | 41.30%+59.1pp | 38.47%+61.9pp | 41.64%+58.7pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,161 | $6,754+50.4% | $7,956+27.7% | $4,139+145.5% |
| Admin fee / account holder | $1,607 | $13,455-88.1% | $11,381-85.9% | $7,234-77.8% |