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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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,523 | $81,476+249.2% | $102,383+177.9% | $80,925+251.6% |
| Participation rate | 90.8% | 66.8%+24.0pp | 74.5%+16.3pp | 67.7%+23.1pp |
| Annual return | 21.60% | 25.59%-4.0pp | 24.94%-3.3pp | 35.65%-14.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,833 | $3,871+24.8% | $5,060-4.5% | $4,299+12.4% |
| Admin fee / account holder | $17,818 | $6,717+165.3% | $8,391+112.3% | $6,940+156.7% |