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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 | $158,074 | $80,992+95.2% | $96,534+63.8% | $75,173+110.3% |
| Participation rate | 93.3% | 71.8%+21.5pp | 76.0%+17.3pp | 67.2%+26.1pp |
| Annual return | 16.66% | 27.05%-10.4pp | 25.88%-9.2pp | 160.72%-144.1pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,465 | $3,929+90.0% | $4,851+53.9% | $4,126+80.9% |
| Admin fee / account holder | $9,860 | $6,717+46.8% | $8,253+19.5% | $5,651+74.5% |