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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 | $6,385 | $51,202-87.5% | $70,548-90.9% | $75,181-91.5% |
| Participation rate | 98.9% | 61.0%+38.0pp | 68.3%+30.6pp | 67.2%+31.7pp |
| Annual return | 32.51% | 30.05%+2.5pp | 32.78%-0.3pp | 160.69%-128.2pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,975-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,210 | $2,850+47.7% | $4,567-7.8% | $4,126+2.0% |
| Admin fee / account holder | $697 | $4,094-83.0% | $6,424-89.2% | $5,650-87.7% |