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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 | $41,380 | $77,358-46.5% | $102,184-59.5% | $87,485-52.7% |
| Participation rate | 86.7% | 78.7%+8.1pp | 82.6%+4.1pp | 68.9%+17.8pp |
| Annual return | 29.65% | 41.11%-11.5pp | 31.58%-1.9pp | 26.06%+3.6pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,300 | $6,753+82.2% | $8,309+48.0% | $4,274+187.8% |
| Admin fee / account holder | $2,086 | $6,809-69.4% | $11,609-82.0% | $7,775-73.2% |