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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 | $93,345+238.7% | $119,126+165.4% | $87,485+261.4% |
| Participation rate | 98.9% | 68.7%+30.1pp | 75.8%+23.1pp | 68.9%+29.9pp |
| Annual return | 20.10% | 19.08%+1.0pp | 282.11%-262.0pp | 26.06%-6.0pp |
| Employer contribution / active EE | $3,145 | $3,172-0.8% | $4,034-22.0% | $2,596+21.1% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,777 | $8,039-77.9% | $10,693-83.4% | $7,775-77.1% |