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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 | $63,354-31.6% | $94,105-54.0% | $82,637-47.6% |
| Participation rate | 94.8% | 63.8%+31.0pp | 71.9%+22.9pp | 68.1%+26.8pp |
| Annual return | 37.74% | 34.36%+3.4pp | 204.55%-166.8pp | 53.51%-15.8pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,990 | $2,873+317.2% | $3,881+208.9% | $4,126+190.6% |
| Admin fee / account holder | $2,119 | $5,073-58.2% | $6,199-65.8% | $7,339-71.1% |