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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 | $29,465 | $80,855-63.6% | $153,416-80.8% | $86,983-66.1% |
| Participation rate | 94.6% | 64.1%+30.5pp | 74.3%+20.3pp | 69.5%+25.1pp |
| Annual return | 25.89% | 16.18%+9.7pp | 17.84%+8.0pp | 25.83%+0.1pp |
| Employer contribution / active EE | $0 | $2,308-100.0% | $3,764-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $11,169 | $3,333+235.2% | $4,723+136.5% | $4,194+166.3% |
| Admin fee / account holder | $9,032 | $6,908+30.7% | $13,095-31.0% | $7,856+15.0% |