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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 | $37,985 | $81,777-53.6% | $148,496-74.4% | $69,733-45.5% |
| Participation rate | 73.5% | 70.9%+2.6pp | 76.0%-2.5pp | 62.5%+11.1pp |
| Annual return | 19.32% | 14.38%+4.9pp | 12.33%+7.0pp | 15.22%+4.1pp |
| Employer contribution / active EE | $373 | $2,488-85.0% | $3,497-89.3% | $2,250-83.4% |
| Participant deferral / active EE | $3,376 | $3,367+0.3% | $4,808-29.8% | $3,054+10.5% |
| Admin fee / account holder | $7,185 | $2,991+140.2% | $19,547-63.2% | $3,102+131.6% |