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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 | $64,501-45.9% | $108,753-67.9% | $65,306-46.5% |
| Participation rate | 85.7% | 50.8%+34.9pp | 71.1%+14.6pp | 57.7%+28.0pp |
| Annual return | 9.05% | 21.09%-12.0pp | 37.47%-28.4pp | 21.94%-12.9pp |
| Employer contribution / active EE | $1 | $1,069-99.9% | $2,427-99.9% | $1,967-99.9% |
| Participant deferral / active EE | $1,696 | $2,401-29.4% | $4,115-58.8% | $2,959-42.7% |
| Admin fee / account holder | $5,241 | $4,971+5.4% | $10,320-49.2% | $3,480+50.6% |