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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 | $35,666 | $101,653-64.9% | $147,080-75.8% | $74,459-52.1% |
| Participation rate | 85.7% | 75.6%+10.2pp | 82.2%+3.5pp | 67.2%+18.5pp |
| Annual return | 61.11% | 8754.98%-8693.9pp | 420.17%-359.1pp | 1369.70%-1308.6pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $10,087 | $7,304+38.1% | $8,066+25.0% | $4,350+131.9% |
| Admin fee / account holder | $958 | $1,752-45.3% | $12,989-92.6% | $1,945-50.7% |