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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 | $42,202 | $77,523-45.6% | $100,383-58.0% | $80,874-47.8% |
| Participation rate | 91.8% | 77.0%+14.8pp | 81.5%+10.3pp | 67.6%+24.1pp |
| Annual return | 32.95% | 37.21%-4.3pp | 49.26%-16.3pp | 35.62%-2.7pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $16,997 | $6,822+149.2% | $8,086+110.2% | $4,297+295.6% |
| Admin fee / account holder | $4,186 | $5,899-29.0% | $7,900-47.0% | $6,935-39.6% |