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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 | $22,758 | $58,241-60.9% | $81,780-72.2% | $80,911-71.9% |
| Participation rate | 88.5% | 63.4%+25.1pp | 72.4%+16.1pp | 67.6%+20.9pp |
| Annual return | 19.21% | 41.73%-22.5pp | 776.27%-757.1pp | 35.63%-16.4pp |
| Employer contribution / active EE | $33 | $2,343-98.6% | $2,914-98.9% | $2,756-98.8% |
| Participant deferral / active EE | $10,091 | $3,283+207.4% | $4,321+133.6% | $4,297+134.8% |
| Admin fee / account holder | $4,767 | $4,973-4.1% | $7,384-35.4% | $6,935-31.3% |