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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 | $44,746-62.0% | $88,179-80.7% | $64,097-73.4% |
| Participation rate | 78.5% | 39.8%+38.7pp | 69.1%+9.4pp | 55.2%+23.3pp |
| Annual return | 65.61% | 24.70%+40.9pp | 64.97%+0.6pp | 34.64%+31.0pp |
| Employer contribution / active EE | $0 | $1,078-100.0% | $2,549-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $3,855 | $2,072+86.1% | $4,614-16.4% | $3,080+25.2% |
| Admin fee / account holder | $2,334 | $3,437-32.1% | $7,673-69.6% | $3,454-32.4% |