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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 | $82,133-65.2% | $147,318-80.6% | $64,097-55.3% |
| Participation rate | 86.2% | 62.3%+23.9pp | 82.1%+4.1pp | 55.2%+31.0pp |
| Annual return | 65.12% | 78.78%-13.7pp | 70.43%-5.3pp | 34.64%+30.5pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $10,759 | $5,407+99.0% | $7,906+36.1% | $3,080+249.3% |
| Admin fee / account holder | $1,440 | $3,730-61.4% | $13,708-89.5% | $3,454-58.3% |