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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,926 | $64,010-45.4% | $108,359-67.8% | $64,340-45.7% |
| Participation rate | 85.7% | 49.4%+36.3pp | 70.1%+15.6pp | 55.2%+30.5pp |
| Annual return | 9.05% | 19.74%-10.7pp | 36.89%-27.8pp | 24.14%-15.1pp |
| Employer contribution / active EE | $1 | $1,029-99.9% | $2,399-99.9% | $1,862-99.9% |
| Participant deferral / active EE | $1,696 | $2,395-29.2% | $4,137-59.0% | $2,980-43.1% |
| Admin fee / account holder | $5,241 | $4,885+7.3% | $9,741-46.2% | $3,703+41.6% |