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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 | $38,336 | $82,879-53.7% | $96,576-60.3% | $67,986-43.6% |
| Participation rate | 87.7% | 75.2%+12.6pp | 81.4%+6.3pp | 57.2%+30.5pp |
| Annual return | 47.39% | 36.90%+10.5pp | 38.47%+8.9pp | 31.67%+15.7pp |
| Employer contribution / active EE | $0 | $2,727-100.0% | $3,553-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $10,350 | $6,976+48.4% | $7,956+30.1% | $3,358+208.2% |
| Admin fee / account holder | $3,979 | $2,783+43.0% | $11,381-65.0% | $3,203+24.2% |