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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 | $22,712 | $74,538-69.5% | $92,805-75.5% | $65,306-65.2% |
| Participation rate | 81.5% | 76.3%+5.1pp | 83.5%-2.1pp | 57.7%+23.8pp |
| Annual return | 215.83% | 49.12%+166.7pp | 31.59%+184.2pp | 21.94%+193.9pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,424-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $7,767 | $5,971+30.1% | $8,448-8.1% | $2,959+162.5% |
| Admin fee / account holder | $1,271 | $2,966-57.1% | $10,911-88.3% | $3,480-63.5% |