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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,264 | $57,590-77.0% | $86,233-84.6% | $82,448-83.9% |
| Participation rate | 70.2% | 57.9%+12.3pp | 69.0%+1.2pp | 68.1%+2.1pp |
| Annual return | 13.34% | 22.41%-9.1pp | 61.39%-48.0pp | 41.64%-28.3pp |
| Employer contribution / active EE | $9 | $1,655-99.5% | $2,504-99.6% | $2,551-99.6% |
| Participant deferral / active EE | $8,893 | $3,080+188.7% | $4,559+95.1% | $4,139+114.8% |
| Admin fee / account holder | $3,155 | $4,730-33.3% | $8,342-62.2% | $7,234-56.4% |