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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 | $77,472-45.5% | $100,415-58.0% | $80,959-47.9% |
| Participation rate | 91.8% | 76.9%+14.8pp | 81.5%+10.2pp | 67.7%+24.1pp |
| Annual return | 32.95% | 37.26%-4.3pp | 49.47%-16.5pp | 35.67%-2.7pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $16,997 | $6,818+149.3% | $8,091+110.1% | $4,300+295.2% |
| Admin fee / account holder | $4,186 | $5,885-28.9% | $7,906-47.0% | $6,925-39.5% |