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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 | $21,158 | $99,875-78.8% | $146,866-85.6% | $86,983-75.7% |
| Participation rate | 87.4% | 75.8%+11.6pp | 82.5%+4.9pp | 69.5%+17.8pp |
| Annual return | 111.86% | 28.10%+83.8pp | 102.85%+9.0pp | 25.83%+86.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $11,132 | $6,322+76.1% | $7,759+43.5% | $4,194+165.4% |
| Admin fee / account holder | $2,537 | $7,838-67.6% | $13,620-81.4% | $7,856-67.7% |