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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 | $24,032 | $93,692-74.3% | $116,538-79.4% | $86,983-72.4% |
| Participation rate | 85.4% | 79.6%+5.7pp | 82.6%+2.8pp | 69.5%+15.8pp |
| Annual return | 33.76% | 26.00%+7.8pp | 17.97%+15.8pp | 25.83%+7.9pp |
| Employer contribution / active EE | $0 | $3,831-100.0% | $4,541-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $9,072 | $5,612+61.6% | $6,207+46.1% | $4,194+116.3% |
| Admin fee / account holder | $1,591 | $7,586-79.0% | $8,737-81.8% | $7,856-79.7% |