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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 | $58,848-77.5% | $88,179-85.0% | $82,637-83.9% |
| Participation rate | 70.2% | 57.9%+12.3pp | 69.1%+1.1pp | 68.1%+2.2pp |
| Annual return | 13.34% | 22.76%-9.4pp | 64.97%-51.6pp | 53.51%-40.2pp |
| Employer contribution / active EE | $9 | $1,678-99.5% | $2,549-99.6% | $2,552-99.6% |
| Participant deferral / active EE | $8,893 | $3,124+184.7% | $4,614+92.8% | $4,126+115.5% |
| Admin fee / account holder | $3,155 | $4,795-34.2% | $7,673-58.9% | $7,339-57.0% |