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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 | $8,062 | $90,107-91.1% | $182,262-95.6% | $69,733-88.4% |
| Participation rate | 82.5% | 64.8%+17.6pp | 84.2%-1.8pp | 62.5%+20.0pp |
| Annual return | 11.95% | 95.58%-83.6pp | 140.60%-128.6pp | 15.22%-3.3pp |
| Employer contribution / active EE | $539 | $3,043-82.3% | $5,046-89.3% | $2,250-76.1% |
| Participant deferral / active EE | $1,418 | $5,135-72.4% | $8,276-82.9% | $3,054-53.6% |
| Admin fee / account holder | $665 | $3,377-80.3% | $16,712-96.0% | $3,102-78.6% |