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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 | $84,953-67.3% | $163,379-83.0% | $82,637-66.4% |
| Participation rate | 83.5% | 65.9%+17.6pp | 76.8%+6.7pp | 68.1%+15.5pp |
| Annual return | 21.39% | 23.07%-1.7pp | 63.41%-42.0pp | 53.51%-32.1pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,852 | $4,326+35.3% | $6,282-6.8% | $4,126+41.8% |
| Admin fee / account holder | $1,722 | $7,921-78.3% | $9,818-82.5% | $7,339-76.5% |