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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 | $332,713 | $106,749+211.7% | $145,433+128.8% | $82,448+303.5% |
| Participation rate | 95.2% | 75.6%+19.5pp | 82.1%+13.1pp | 68.1%+27.1pp |
| Annual return | 79.01% | 27.59%+51.4pp | 66.58%+12.4pp | 41.64%+37.4pp |
| Employer contribution / active EE | $27,084 | $3,444+686.3% | $4,554+494.7% | $2,551+961.7% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,478 | $8,390-10.9% | $13,129-43.0% | $7,234+3.4% |