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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 | $109,782-74.7% | $260,467-89.3% | $94,015-70.4% |
| Participation rate | 83.5% | 67.2%+16.3pp | 80.5%+3.1pp | 70.8%+12.7pp |
| Annual return | 21.39% | 18.60%+2.8pp | 100.60%-79.2pp | 17.84%+3.5pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $4,239-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,852 | $4,044+44.7% | $6,319-7.4% | $4,249+37.7% |
| Admin fee / account holder | $1,722 | $11,958-85.6% | $15,461-88.9% | $8,951-80.8% |