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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 | $445,602 | $138,385+222.0% | $184,243+141.9% | $80,925+450.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 16.08% | 20.02%-3.9pp | 28.82%-12.7pp | 35.65%-19.6pp |
| Employer contribution / active EE | $33,514 | $4,851+590.9% | $6,427+421.5% | $2,756+1115.9% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $14,962 | $10,489+42.6% | $13,914+7.5% | $6,940+115.6% |