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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 | $53,783 | $83,369-35.5% | $105,223-48.9% | $67,986-20.9% |
| Participation rate | 79.3% | 56.3%+23.0pp | 75.0%+4.2pp | 57.2%+22.1pp |
| Annual return | 12.99% | 24.64%-11.7pp | 180.65%-167.7pp | 31.67%-18.7pp |
| Employer contribution / active EE | $362 | $2,541-85.8% | $3,689-90.2% | $2,019-82.1% |
| Participant deferral / active EE | $4,716 | $3,295+43.1% | $5,072-7.0% | $3,358+40.4% |
| Admin fee / account holder | $5,895 | $4,073+44.7% | $8,859-33.5% | $3,203+84.0% |