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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,889 | $82,678-85.6% | $125,391-90.5% | $68,490-82.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -26.73% | -5.97%-20.8pp | 572.41%-599.1pp | -7.85%-18.9pp |
| Employer contribution / active EE | $3,055 | $3,382-9.7% | $4,816-36.6% | $2,597+17.6% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $640 | $6,277-89.8% | $10,009-93.6% | $5,403-88.2% |