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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $232,687 | $102,422+127.2% | $147,117+58.2% | $80,959+187.4% |
| Participation rate | 97.6% | 75.9%+21.7pp | 82.2%+15.4pp | 67.7%+29.9pp |
| Annual return | 11.18% | 135.16%-124.0pp | 420.54%-409.4pp | 35.67%-24.5pp |
| Employer contribution / active EE | $7 | $3,717-99.8% | $4,932-99.9% | $2,757-99.7% |
| Participant deferral / active EE | $8,937 | $6,652+34.4% | $8,065+10.8% | $4,300+107.8% |
| Admin fee / account holder | $32,909 | $7,953+313.8% | $12,993+153.3% | $6,925+375.2% |