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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 | $28,622 | $90,107-68.2% | $182,262-84.3% | $69,733-59.0% |
| Participation rate | 86.2% | 64.8%+21.3pp | 84.2%+1.9pp | 62.5%+23.7pp |
| Annual return | 65.12% | 95.58%-30.5pp | 140.60%-75.5pp | 15.22%+49.9pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $5,046-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $10,759 | $5,135+109.5% | $8,276+30.0% | $3,054+252.2% |
| Admin fee / account holder | $1,440 | $3,377-57.4% | $16,712-91.4% | $3,102-53.6% |