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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 | $75,058-59.1% | $152,301-79.8% | $64,340-52.3% |
| Participation rate | 76.3% | 60.9%+15.4pp | 82.4%-6.1pp | 55.2%+21.1pp |
| Annual return | 26.81% | 29.93%-3.1pp | 80.50%-53.7pp | 24.14%+2.7pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $12,014 | $5,041+138.3% | $8,004+50.1% | $2,980+303.1% |
| Admin fee / account holder | $2,250 | $4,050-44.4% | $14,398-84.4% | $3,703-39.2% |