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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $128,502 | $174,875-26.5% | $125,363+2.5% | - |
| Participation rate | 88.9% | 70.4%+18.5pp | 82.4%+6.5pp | - |
| Annual return | -20.40% | -12.92%-7.5pp | 572.15%-592.6pp | - |
| Employer contribution / active EE | $1,964 | $3,570-45.0% | $4,815-59.2% | - |
| Participant deferral / active EE | $10,712 | $6,354+68.6% | $7,447+43.8% | - |
| Admin fee / account holder | $6,215 | $56,366-89.0% | $10,005-37.9% | - |