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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 | $26,955 | $16,790+60.5% | $64,489-58.2% | $67,986-60.4% |
| Participation rate | 85.7% | 62.4%+23.3pp | 67.7%+18.0pp | 57.2%+28.5pp |
| Annual return | 62.78% | 30.55%+32.2pp | 55.03%+7.8pp | 31.67%+31.1pp |
| Employer contribution / active EE | $6 | $648-99.0% | $1,523-99.6% | $2,019-99.7% |
| Participant deferral / active EE | $9,947 | $1,510+558.5% | $2,778+258.0% | $3,358+196.2% |
| Admin fee / account holder | $861 | $1,690-49.0% | $4,260-79.8% | $3,203-73.1% |