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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 | $74,538-48.6% | $92,805-58.7% | $65,306-41.3% |
| Participation rate | 87.7% | 76.3%+11.4pp | 83.5%+4.2pp | 57.7%+30.0pp |
| Annual return | 47.39% | 49.12%-1.7pp | 31.59%+15.8pp | 21.94%+25.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,424-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $10,350 | $5,971+73.3% | $8,448+22.5% | $2,959+249.7% |
| Admin fee / account holder | $3,979 | $2,966+34.2% | $10,911-63.5% | $3,480+14.4% |