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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 | $34,596 | $77,460-55.3% | $100,378-65.5% | $80,925-57.2% |
| Participation rate | 89.7% | 76.9%+12.7pp | 81.5%+8.1pp | 67.7%+22.0pp |
| Annual return | 50.68% | 37.24%+13.4pp | 49.41%+1.3pp | 35.65%+15.0pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $13,195 | $6,818+93.5% | $8,087+63.2% | $4,299+206.9% |
| Admin fee / account holder | $6,826 | $5,887+16.0% | $7,899-13.6% | $6,940-1.6% |