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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 | $85,515-59.4% | $112,040-69.0% | $67,986-48.9% |
| Participation rate | 90.7% | 68.2%+22.5pp | 76.5%+14.2pp | 57.2%+33.5pp |
| Annual return | 57.80% | 29.68%+28.1pp | 24.52%+33.3pp | 31.67%+26.1pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $9,234 | $4,014+130.0% | $5,098+81.1% | $3,358+175.0% |
| Admin fee / account holder | $2,459 | $3,774-34.8% | $12,098-79.7% | $3,203-23.2% |