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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 | $43,206 | $66,302-34.8% | $110,243-60.8% | $56,287-23.2% |
| Participation rate | 91.4% | 74.9%+16.5pp | 79.8%+11.6pp | 69.9%+21.6pp |
| Annual return | -6.95% | -1.18%-5.8pp | 314.76%-321.7pp | -9.96%+3.0pp |
| Employer contribution / active EE | $510 | $2,047-75.1% | $3,827-86.7% | $2,111-75.8% |
| Participant deferral / active EE | $3,844 | $3,381+13.7% | $4,672-17.7% | $3,350+14.8% |
| Admin fee / account holder | $3,355 | $698+380.3% | $8,548-60.7% | $521+544.1% |