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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 | $67,598 | $94,529-28.5% | $140,019-51.7% | $64,181+5.3% |
| Participation rate | 94.0% | 84.1%+9.9pp | 87.5%+6.5pp | 69.6%+24.4pp |
| Annual return | -6.39% | 7.77%-14.2pp | 651.15%-657.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $931 | $3,812-75.6% | $5,605-83.4% | $2,381-60.9% |
| Participant deferral / active EE | $9,737 | $5,250+85.5% | $6,927+40.6% | $3,470+180.6% |
| Admin fee / account holder | $2,805 | $6,741-58.4% | $10,705-73.8% | $4,887-42.6% |