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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 | $41,572 | $111,335-62.7% | $214,702-80.6% | $65,306-36.3% |
| Participation rate | 94.7% | 77.5%+17.2pp | 87.5%+7.3pp | 57.7%+37.1pp |
| Annual return | 62.58% | 22.64%+39.9pp | 54.55%+8.0pp | 21.94%+40.6pp |
| Employer contribution / active EE | $0 | $3,806-100.0% | $6,461-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $17,440 | $5,927+194.3% | $9,147+90.7% | $2,959+489.3% |
| Admin fee / account holder | $1,444 | $5,028-71.3% | $19,830-92.7% | $3,480-58.5% |