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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 | $22,975 | $41,150-44.2% | $80,607-71.5% | $71,495-67.9% |
| Participation rate | 90.2% | 50.3%+40.0pp | 67.0%+23.2pp | 67.9%+22.3pp |
| Annual return | 60.28% | 38.48%+21.8pp | 936.11%-875.8pp | 28.85%+31.4pp |
| Employer contribution / active EE | $0 | $1,515-100.0% | $2,724-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $8,612 | $2,701+218.8% | $4,448+93.6% | $4,291+100.7% |
| Admin fee / account holder | $1,402 | $1,841-23.9% | $5,379-73.9% | $1,588-11.7% |