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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 | $72,573 | $101,672-28.6% | $147,117-50.7% | $74,478-2.6% |
| Participation rate | 70.1% | 75.5%-5.4pp | 82.2%-12.1pp | 67.2%+2.9pp |
| Annual return | 38.28% | 8757.83%-8719.5pp | 420.54%-382.3pp | 1370.56%-1332.3pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $14,018 | $7,305+91.9% | $8,065+73.8% | $4,350+222.2% |
| Admin fee / account holder | $2,956 | $1,753+68.6% | $12,993-77.2% | $1,946+51.9% |