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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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,199 | $65,453+256.3% | $86,698+169.0% | $66,938+248.4% |
| Participation rate | 92.5% | 75.5%+17.0pp | 76.6%+15.9pp | 69.8%+22.7pp |
| Annual return | -8.70% | -10.89%+2.2pp | 35.95%-44.6pp | 1.58%-10.3pp |
| Employer contribution / active EE | $208 | $2,154-90.3% | $2,837-92.7% | $2,545-91.8% |
| Participant deferral / active EE | $14,116 | $4,102+244.1% | $4,656+203.2% | $4,238+233.1% |
| Admin fee / account holder | $471 | $642-26.6% | $7,493-93.7% | $594-20.6% |