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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 | $38,772 | $78,197-50.4% | $98,090-60.5% | $82,637-53.1% |
| Participation rate | 87.2% | 77.5%+9.7pp | 81.5%+5.7pp | 68.1%+19.2pp |
| Annual return | 41.57% | 40.25%+1.3pp | 37.05%+4.5pp | 53.51%-11.9pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,259 | $6,636+69.7% | $7,845+43.5% | $4,126+172.9% |
| Admin fee / account holder | $8,192 | $14,832-44.8% | $11,815-30.7% | $7,339+11.6% |