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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 | $34,737 | $79,867-56.5% | $120,344-71.1% | $64,340-46.0% |
| Participation rate | 90.7% | 63.0%+27.8pp | 76.7%+14.0pp | 55.2%+35.5pp |
| Annual return | 57.80% | 21.10%+36.7pp | 20.30%+37.5pp | 24.14%+33.7pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $9,234 | $3,593+157.0% | $5,135+79.8% | $2,980+209.8% |
| Admin fee / account holder | $2,459 | $5,039-51.2% | $12,742-80.7% | $3,703-33.6% |