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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 | $30,559 | $91,474-66.6% | $135,982-77.5% | $71,529-57.3% |
| Participation rate | 92.4% | 75.7%+16.7pp | 81.9%+10.5pp | 67.9%+24.4pp |
| Annual return | 105.35% | 29.89%+75.5pp | 68.32%+37.0pp | 28.97%+76.4pp |
| Employer contribution / active EE | $4 | $3,705-99.9% | $4,859-99.9% | $2,590-99.8% |
| Participant deferral / active EE | $13,554 | $7,095+91.0% | $7,760+74.7% | $4,291+215.9% |
| Admin fee / account holder | $1,332 | $1,267+5.1% | $10,767-87.6% | $1,588-16.1% |