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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 | $78,520-47.3% | $96,576-57.2% | $82,448-49.8% |
| Participation rate | 86.7% | 77.7%+9.0pp | 81.4%+5.3pp | 68.1%+18.7pp |
| Annual return | 29.65% | 41.30%-11.6pp | 38.47%-8.8pp | 41.64%-12.0pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,300 | $6,754+82.1% | $7,956+54.6% | $4,139+197.1% |
| Admin fee / account holder | $2,086 | $13,455-84.5% | $11,381-81.7% | $7,234-71.2% |