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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 | $102,429+127.2% | $147,096+58.2% | $80,925+187.5% |
| Participation rate | 97.6% | 75.9%+21.7pp | 82.2%+15.4pp | 67.7%+29.9pp |
| Annual return | 11.18% | 135.02%-123.8pp | 419.75%-408.6pp | 35.65%-24.5pp |
| Employer contribution / active EE | $7 | $3,716-99.8% | $4,936-99.9% | $2,756-99.7% |
| Participant deferral / active EE | $8,937 | $6,649+34.4% | $8,071+10.7% | $4,299+107.9% |
| Admin fee / account holder | $32,909 | $7,957+313.6% | $13,005+153.0% | $6,940+374.2% |