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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 | $88,360-65.3% | $145,433-78.9% | $67,986-54.8% |
| Participation rate | 76.3% | 65.5%+10.8pp | 82.1%-5.8pp | 57.2%+19.1pp |
| Annual return | 26.81% | 63.15%-36.3pp | 66.58%-39.8pp | 31.67%-4.9pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $12,014 | $5,932+102.5% | $7,897+52.1% | $3,358+257.8% |
| Admin fee / account holder | $2,250 | $3,313-32.1% | $13,129-82.9% | $3,203-29.8% |