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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 | $78,197-69.1% | $98,090-75.3% | $82,637-70.7% |
| Participation rate | 88.5% | 77.5%+11.1pp | 81.5%+7.0pp | 68.1%+20.5pp |
| Annual return | 100.36% | 40.25%+60.1pp | 37.05%+63.3pp | 53.51%+46.9pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $10,161 | $6,636+53.1% | $7,845+29.5% | $4,126+146.3% |
| Admin fee / account holder | $1,607 | $14,832-89.2% | $11,815-86.4% | $7,339-78.1% |