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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 | $23,110 | $82,133-71.9% | $147,318-84.3% | $64,097-63.9% |
| Participation rate | 80.2% | 62.3%+18.0pp | 82.1%-1.8pp | 55.2%+25.0pp |
| Annual return | 208.25% | 78.78%+129.5pp | 70.43%+137.8pp | 34.64%+173.6pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $8,116 | $5,407+50.1% | $7,906+2.7% | $3,080+163.5% |
| Admin fee / account holder | $1,115 | $3,730-70.1% | $13,708-91.9% | $3,454-67.7% |