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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 | $268,290 | $101,795+163.6% | $165,100+62.5% | $80,959+231.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 39.22% | 16.73%+22.5pp | 70.21%-31.0pp | 35.67%+3.5pp |
| Employer contribution / active EE | $13,239 | $2,954+348.2% | $4,348+204.5% | $2,757+380.2% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $7,239 | $8,221-12.0% | $12,696-43.0% | $6,925+4.5% |