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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 | $7,890 | $54,370-85.5% | $82,763-90.5% | $68,490-88.5% |
| Participation rate | 90.7% | 63.9%+26.8pp | 72.6%+18.2pp | 67.9%+22.8pp |
| Annual return | -4.03% | -13.67%+9.6pp | 702.45%-706.5pp | -7.85%+3.8pp |
| Employer contribution / active EE | $625 | $2,219-71.8% | $3,008-79.2% | $2,597-75.9% |
| Participant deferral / active EE | $1,527 | $3,247-53.0% | $4,395-65.3% | $4,028-62.1% |
| Admin fee / account holder | $3,361 | $4,398-23.6% | $5,325-36.9% | $5,403-37.8% |