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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 | $293,730 | $117,746+149.5% | $256,809+14.4% | $69,733+321.2% |
| Participation rate | 99.0% | 77.1%+21.9pp | 88.5%+10.5pp | 62.5%+36.5pp |
| Annual return | 21.96% | 18.13%+3.8pp | 32.73%-10.8pp | 15.22%+6.7pp |
| Employer contribution / active EE | $5,750 | $4,123+39.5% | $7,263-20.8% | $2,250+155.5% |
| Participant deferral / active EE | $0 | $5,632-100.0% | $9,520-100.0% | $3,054-100.0% |
| Admin fee / account holder | $27,206 | $4,334+527.8% | $25,146+8.2% | $3,102+777.1% |