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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 | $30,699 | $90,107-65.9% | $182,262-83.2% | $69,733-56.0% |
| Participation rate | 76.3% | 64.8%+11.5pp | 84.2%-7.9pp | 62.5%+13.9pp |
| Annual return | 26.81% | 95.58%-68.8pp | 140.60%-113.8pp | 15.22%+11.6pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $5,046-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $12,014 | $5,135+134.0% | $8,276+45.2% | $3,054+293.3% |
| Admin fee / account holder | $2,250 | $3,377-33.4% | $16,712-86.5% | $3,102-27.5% |