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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 | $76,642-69.8% | $146,866-84.3% | $65,306-64.6% |
| Participation rate | 80.2% | 61.2%+19.0pp | 82.5%-2.3pp | 57.7%+22.6pp |
| Annual return | 208.25% | 33.40%+174.9pp | 102.85%+105.4pp | 21.94%+186.3pp |
| Employer contribution / active EE | $0 | $2,621-100.0% | $4,425-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $8,116 | $4,864+66.9% | $7,759+4.6% | $2,959+174.2% |
| Admin fee / account holder | $1,115 | $3,960-71.8% | $13,620-91.8% | $3,480-68.0% |