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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,911 | $65,246-54.2% | $98,716-69.7% | $67,986-56.0% |
| Participation rate | 86.9% | 51.4%+35.5pp | 69.3%+17.6pp | 57.2%+29.7pp |
| Annual return | 12.34% | 20.58%-8.2pp | 31.81%-19.5pp | 31.67%-19.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,863 | $2,594+10.4% | $4,048-29.3% | $3,358-14.7% |
| Admin fee / account holder | $6,445 | $4,561+41.3% | $8,703-25.9% | $3,203+101.2% |