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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 | $10,337 | $58,627-82.4% | $76,735-86.5% | $82,448-87.5% |
| Participation rate | 88.4% | 63.2%+25.2pp | 69.5%+18.9pp | 68.1%+20.3pp |
| Annual return | 23.08% | 39.10%-16.0pp | 29.77%-6.7pp | 41.64%-18.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,867 | $3,134+23.4% | $4,088-5.4% | $4,139-6.6% |
| Admin fee / account holder | $377 | $5,323-92.9% | $7,189-94.8% | $7,234-94.8% |