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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 | $63,456-52.9% | $100,712-70.3% | $64,097-53.3% |
| Participation rate | 86.9% | 49.7%+37.2pp | 69.3%+17.6pp | 55.2%+31.7pp |
| Annual return | 12.34% | 19.65%-7.3pp | 33.27%-20.9pp | 34.64%-22.3pp |
| Employer contribution / active EE | $0 | $1,003-100.0% | $2,313-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,863 | $2,463+16.2% | $4,085-29.9% | $3,080-7.0% |
| Admin fee / account holder | $6,445 | $4,808+34.1% | $9,256-30.4% | $3,454+86.6% |