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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 | $75,058-61.9% | $152,301-81.2% | $64,340-55.5% |
| Participation rate | 86.2% | 60.9%+25.3pp | 82.4%+3.7pp | 55.2%+30.9pp |
| Annual return | 65.12% | 29.93%+35.2pp | 80.50%-15.4pp | 24.14%+41.0pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $10,759 | $5,041+113.4% | $8,004+34.4% | $2,980+261.0% |
| Admin fee / account holder | $1,440 | $4,050-64.4% | $14,398-90.0% | $3,703-61.1% |