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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 | $90,400-69.3% | $186,193-85.1% | $87,485-68.2% |
| Participation rate | 83.5% | 66.2%+17.3pp | 77.1%+6.4pp | 68.9%+14.6pp |
| Annual return | 21.39% | 22.15%-0.8pp | 78.03%-56.6pp | 26.06%-4.7pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,852 | $4,330+35.1% | $6,513-10.2% | $4,274+36.9% |
| Admin fee / account holder | $1,722 | $8,673-80.1% | $11,058-84.4% | $7,775-77.9% |