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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 | $28,571 | $84,499-66.2% | $125,391-77.2% | $66,949-57.3% |
| Participation rate | 84.5% | 76.4%+8.1pp | 82.4%+2.1pp | 69.8%+14.7pp |
| Annual return | 52.56% | -8.49%+61.1pp | 572.41%-519.9pp | 1.57%+51.0pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $12,575 | $6,785+85.3% | $7,448+68.8% | $4,239+196.6% |
| Admin fee / account holder | $378 | $685-44.8% | $10,009-96.2% | $594-36.3% |