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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 | $45,312-62.4% | $86,233-80.3% | $67,986-75.0% |
| Participation rate | 78.5% | 42.4%+36.1pp | 69.0%+9.5pp | 57.2%+21.3pp |
| Annual return | 65.61% | 24.79%+40.8pp | 61.39%+4.2pp | 31.67%+33.9pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,855 | $2,185+76.5% | $4,559-15.4% | $3,358+14.8% |
| Admin fee / account holder | $2,334 | $3,295-29.2% | $8,342-72.0% | $3,203-27.1% |