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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 | $59,440-82.6% | $78,004-86.7% | $82,637-87.5% |
| Participation rate | 88.4% | 62.8%+25.6pp | 69.4%+19.0pp | 68.1%+20.4pp |
| Annual return | 23.08% | 40.24%-17.2pp | 31.07%-8.0pp | 53.51%-30.4pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,867 | $3,138+23.2% | $4,092-5.5% | $4,126-6.3% |
| Admin fee / account holder | $377 | $5,504-93.1% | $7,578-95.0% | $7,339-94.9% |