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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 | $27,793 | $80,812-65.6% | $160,784-82.7% | $82,448-66.3% |
| Participation rate | 83.5% | 66.2%+17.3pp | 77.0%+6.6pp | 68.1%+15.4pp |
| Annual return | 21.39% | 100.59%-79.2pp | 1803.92%-1782.5pp | 41.64%-20.2pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,852 | $4,335+35.0% | $6,293-7.0% | $4,139+41.4% |
| Admin fee / account holder | $1,722 | $7,695-77.6% | $9,717-82.3% | $7,234-76.2% |