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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 | $22,942 | $82,678-72.3% | $125,391-81.7% | $68,490-66.5% |
| Participation rate | 77.9% | 75.1%+2.8pp | 82.4%-4.5pp | 67.9%+10.0pp |
| Annual return | -10.69% | -5.97%-4.7pp | 572.41%-583.1pp | -7.85%-2.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,120 | $6,111-49.0% | $7,448-58.1% | $4,028-22.5% |
| Admin fee / account holder | $6,057 | $6,277-3.5% | $10,009-39.5% | $5,403+12.1% |