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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 | $20,227 | $64,705-68.7% | $62,929-67.9% | $67,986-70.2% |
| Participation rate | 83.2% | 65.6%+17.6pp | 73.1%+10.1pp | 57.2%+26.0pp |
| Annual return | 70.76% | 20.31%+50.5pp | 1063.93%-993.2pp | 31.67%+39.1pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $8,253 | $3,198+158.1% | $3,888+112.3% | $3,358+145.8% |
| Admin fee / account holder | $1,840 | $1,428+28.8% | $5,065-63.7% | $3,203-42.6% |