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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 | $316,204 | $88,672+256.6% | $105,223+200.5% | $82,448+283.5% |
| Participation rate | 98.9% | 67.9%+30.9pp | 75.0%+23.8pp | 68.1%+30.8pp |
| Annual return | 20.10% | 30.86%-10.8pp | 180.65%-160.5pp | 41.64%-21.5pp |
| Employer contribution / active EE | $3,145 | $3,048+3.2% | $3,689-14.7% | $2,551+23.3% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,777 | $7,146-75.1% | $8,859-79.9% | $7,234-75.4% |