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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.)
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 | $754,554 | $102,382+637.0% | $147,005+413.3% | $80,874+833.0% |
| Participation rate | 88.6% | 75.8%+12.8pp | 82.2%+6.5pp | 67.6%+21.0pp |
| Annual return | 14.25% | 134.89%-120.6pp | 418.76%-404.5pp | 35.62%-21.4pp |
| Employer contribution / active EE | $805 | $3,715-78.3% | $4,934-83.7% | $2,756-70.8% |
| Participant deferral / active EE | $10,857 | $6,646+63.3% | $8,070+34.5% | $4,297+152.7% |
| Admin fee / account holder | $10,560 | $7,942+33.0% | $13,006-18.8% | $6,935+52.3% |