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Participant 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $366,541 | $138,385+164.9% | $184,200+99.0% | $80,874+353.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 17.66% | 20.02%-2.4pp | 28.80%-11.1pp | 35.62%-18.0pp |
| Employer contribution / active EE | $25,092 | $4,849+417.4% | $6,424+290.6% | $2,756+810.6% |
| Participant deferral / active EE | $0 | $7,073-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,357 | $10,483-58.4% | $13,907-68.7% | $6,935-37.2% |