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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 | $53,994 | $89,370-39.6% | $141,197-61.8% | $72,976-26.0% |
| Participation rate | 89.3% | 75.1%+14.2pp | 82.5%+6.8pp | 69.5%+19.8pp |
| Annual return | 24.68% | 111.88%-87.2pp | 71.41%-46.7pp | 81.02%-56.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,220 | $5,419+14.8% | $6,710-7.3% | $3,608+72.4% |
| Admin fee / account holder | $4,021 | $5,957-32.5% | $10,265-60.8% | $5,124-21.5% |