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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 | $327,970 | $106,749+207.2% | $145,433+125.5% | $82,448+297.8% |
| Participation rate | 98.9% | 75.6%+23.3pp | 82.1%+16.8pp | 68.1%+30.8pp |
| Annual return | 34.45% | 27.59%+6.9pp | 66.58%-32.1pp | 41.64%-7.2pp |
| Employer contribution / active EE | $8,699 | $3,444+152.6% | $4,554+91.0% | $2,551+241.0% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,499 | $8,390-22.5% | $13,129-50.5% | $7,234-10.2% |