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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 | $42,683-36.8% | $112,860-76.1% | $64,340-58.1% |
| Participation rate | 85.7% | 58.7%+27.1pp | 66.3%+19.4pp | 55.2%+30.5pp |
| Annual return | 62.78% | 60.53%+2.3pp | 35.26%+27.5pp | 24.14%+38.6pp |
| Employer contribution / active EE | $6 | $1,274-99.5% | $2,206-99.7% | $1,862-99.7% |
| Participant deferral / active EE | $9,947 | $2,315+329.6% | $3,493+184.7% | $2,980+233.7% |
| Admin fee / account holder | $861 | $3,670-76.5% | $6,841-87.4% | $3,703-76.7% |