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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 | $20,654 | $75,058-72.5% | $152,301-86.4% | $64,340-67.9% |
| Participation rate | 87.7% | 60.9%+26.8pp | 82.4%+5.3pp | 55.2%+32.5pp |
| Annual return | 53.25% | 29.93%+23.3pp | 80.50%-27.3pp | 24.14%+29.1pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $9,394 | $5,041+86.4% | $8,004+17.4% | $2,980+215.2% |
| Admin fee / account holder | $1,332 | $4,050-67.1% | $14,398-90.7% | $3,703-64.0% |