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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 | $14,428 | $45,872-68.5% | $77,096-81.3% | $68,486-78.9% |
| Participation rate | 92.2% | 55.9%+36.3pp | 67.9%+24.3pp | 67.9%+24.3pp |
| Annual return | -6.02% | 1.73%-7.7pp | 42.35%-48.4pp | -7.85%+1.8pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $11,437 | $2,963+286.0% | $4,429+158.2% | $4,028+184.0% |
| Admin fee / account holder | $1,997 | $3,041-34.3% | $5,428-63.2% | $5,404-63.0% |