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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 | $101,763+163.6% | $164,866+62.7% | $80,874+231.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 39.22% | 16.73%+22.5pp | 69.97%-30.8pp | 35.62%+3.6pp |
| Employer contribution / active EE | $13,239 | $2,954+348.1% | $4,343+204.8% | $2,756+380.4% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $7,239 | $8,228-12.0% | $12,689-43.0% | $6,935+4.4% |