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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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,706 | $76,407+243.8% | $150,298+74.8% | $82,448+218.6% |
| Participation rate | 92.4% | 66.4%+26.0pp | 77.8%+14.6pp | 68.1%+24.3pp |
| Annual return | 11.22% | 39.99%-28.8pp | 62.79%-51.6pp | 41.64%-30.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,569 | $3,214+104.4% | $5,453+20.5% | $4,139+58.7% |
| Admin fee / account holder | $82,471 | $6,352+1198.3% | $14,116+484.2% | $7,234+1040.0% |