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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 | $36,079 | $80,781-55.3% | $102,437-64.8% | $74,478-51.6% |
| Participation rate | 96.7% | 65.7%+31.1pp | 74.5%+22.2pp | 67.2%+29.5pp |
| Annual return | 9.60% | 27.58%-18.0pp | 24.95%-15.3pp | 1370.56%-1361.0pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,871-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,862 | $3,862-51.8% | $5,060-63.2% | $4,350-57.2% |
| Admin fee / account holder | $1,306 | $2,372-44.9% | $8,388-84.4% | $1,946-32.9% |