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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 | $22,668 | $82,674-72.6% | $125,381-81.9% | $68,486-66.9% |
| Participation rate | 92.4% | 75.1%+17.3pp | 82.4%+10.0pp | 67.9%+24.5pp |
| Annual return | 46.72% | -5.97%+52.7pp | 572.31%-525.6pp | -7.85%+54.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $14,970 | $6,111+145.0% | $7,448+101.0% | $4,028+271.7% |
| Admin fee / account holder | $2,172 | $6,277-65.4% | $10,007-78.3% | $5,404-59.8% |