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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 | $80,705-52.9% | $115,768-67.2% | $67,986-44.1% |
| Participation rate | 73.5% | 63.0%+10.5pp | 74.4%-0.9pp | 57.2%+16.3pp |
| Annual return | 19.32% | 18.49%+0.8pp | 100.46%-81.1pp | 31.67%-12.3pp |
| Employer contribution / active EE | $373 | $2,046-81.8% | $2,940-87.3% | $2,019-81.5% |
| Participant deferral / active EE | $3,376 | $3,559-5.1% | $4,917-31.3% | $3,358+0.5% |
| Admin fee / account holder | $7,185 | $4,135+73.8% | $12,439-42.2% | $3,203+124.3% |