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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 | $24,472 | $83,002-70.5% | $98,090-75.1% | $64,097-61.8% |
| Participation rate | 79.4% | 75.0%+4.4pp | 81.5%-2.1pp | 55.2%+24.2pp |
| Annual return | 98.33% | 38.51%+59.8pp | 37.05%+61.3pp | 34.64%+63.7pp |
| Employer contribution / active EE | $11 | $2,749-99.6% | $3,606-99.7% | $1,891-99.4% |
| Participant deferral / active EE | $7,903 | $6,787+16.5% | $7,845+0.7% | $3,080+156.6% |
| Admin fee / account holder | $2,585 | $3,015-14.2% | $11,815-78.1% | $3,454-25.2% |