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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 | $17,024 | $54,297-68.6% | $97,032-82.5% | $65,306-73.9% |
| Participation rate | 78.5% | 42.3%+36.2pp | 71.6%+6.9pp | 57.7%+20.8pp |
| Annual return | 65.61% | 21.17%+44.4pp | 35.38%+30.2pp | 21.94%+43.7pp |
| Employer contribution / active EE | $0 | $1,365-100.0% | $2,629-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $3,855 | $2,259+70.7% | $4,672-17.5% | $2,959+30.3% |
| Admin fee / account holder | $2,334 | $3,744-37.7% | $9,418-75.2% | $3,480-32.9% |