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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 | $19,646+37.2% | $71,585-62.3% | $64,097-57.9% |
| Participation rate | 85.7% | 64.7%+21.0pp | 68.2%+17.6pp | 55.2%+30.5pp |
| Annual return | 62.78% | 36.81%+26.0pp | 59.26%+3.5pp | 34.64%+28.1pp |
| Employer contribution / active EE | $6 | $713-99.1% | $1,669-99.6% | $1,891-99.7% |
| Participant deferral / active EE | $9,947 | $1,665+497.4% | $2,923+240.2% | $3,080+223.0% |
| Admin fee / account holder | $861 | $1,850-53.4% | $4,712-81.7% | $3,454-75.1% |