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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 | $53,783 | $80,674-33.3% | $119,126-54.9% | $64,340-16.4% |
| Participation rate | 79.3% | 55.2%+24.1pp | 75.8%+3.5pp | 55.2%+24.0pp |
| Annual return | 12.99% | 26.86%-13.9pp | 282.11%-269.1pp | 24.14%-11.2pp |
| Employer contribution / active EE | $362 | $2,564-85.9% | $4,034-91.0% | $1,862-80.6% |
| Participant deferral / active EE | $4,716 | $3,053+54.5% | $5,318-11.3% | $2,980+58.2% |
| Admin fee / account holder | $5,895 | $4,559+29.3% | $10,693-44.9% | $3,703+59.2% |