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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 | $43,310 | $75,807-42.9% | $116,096-62.7% | $86,983-50.2% |
| Participation rate | 94.8% | 66.9%+28.0pp | 73.3%+21.5pp | 69.5%+25.3pp |
| Annual return | 37.74% | 18.57%+19.2pp | 326.25%-288.5pp | 25.83%+11.9pp |
| Employer contribution / active EE | $0 | $1,892-100.0% | $2,503-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $11,990 | $3,212+273.3% | $3,952+203.4% | $4,194+185.9% |
| Admin fee / account holder | $2,119 | $6,659-68.2% | $7,704-72.5% | $7,856-73.0% |