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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 | $36,304 | $77,472-53.1% | $100,392-63.8% | $80,935-55.1% |
| Participation rate | 88.5% | 76.9%+11.6pp | 81.5%+7.0pp | 67.7%+20.9pp |
| Annual return | 29.40% | 37.26%-7.9pp | 49.45%-20.0pp | 35.66%-6.3pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,840 | $6,818+88.3% | $8,090+58.7% | $4,299+198.7% |
| Admin fee / account holder | $3,033 | $5,885-48.5% | $7,904-61.6% | $6,924-56.2% |