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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 | $102,422+636.7% | $147,117+412.9% | $80,959+832.0% |
| Participation rate | 88.6% | 75.9%+12.8pp | 82.2%+6.5pp | 67.7%+21.0pp |
| Annual return | 14.25% | 135.16%-120.9pp | 420.54%-406.3pp | 35.67%-21.4pp |
| Employer contribution / active EE | $805 | $3,717-78.4% | $4,932-83.7% | $2,757-70.8% |
| Participant deferral / active EE | $10,857 | $6,652+63.2% | $8,065+34.6% | $4,300+152.5% |
| Admin fee / account holder | $10,560 | $7,953+32.8% | $12,993-18.7% | $6,925+52.5% |