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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,956 | $91,198-90.2% | $178,503-95.0% | $79,856-88.8% |
| Participation rate | 88.4% | 69.2%+19.2pp | 81.9%+6.5pp | 69.6%+18.8pp |
| Annual return | 11.45% | 24.20%-12.7pp | 151.12%-139.7pp | 31.71%-20.3pp |
| Employer contribution / active EE | $442 | $3,257-86.4% | $5,011-91.2% | $2,471-82.1% |
| Participant deferral / active EE | $1,086 | $3,237-66.4% | $5,202-79.1% | $3,741-71.0% |
| Admin fee / account holder | $925 | $6,748-86.3% | $13,987-93.4% | $5,306-82.6% |