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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 | $79,894-63.1% | $135,792-78.3% | $82,637-64.3% |
| Participation rate | 94.6% | 63.0%+31.6pp | 72.6%+22.0pp | 68.1%+26.5pp |
| Annual return | 25.89% | 17.20%+8.7pp | 25.96%-0.1pp | 53.51%-27.6pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,496-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,169 | $3,194+249.7% | $4,759+134.7% | $4,126+170.7% |
| Admin fee / account holder | $9,032 | $6,434+40.4% | $12,266-26.4% | $7,339+23.1% |