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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 | $2,123 | $106,749-98.0% | $145,433-98.5% | $82,448-97.4% |
| Participation rate | 99.0% | 75.6%+23.3pp | 82.1%+16.8pp | 68.1%+30.9pp |
| Annual return | -124.27% | 27.59%-151.9pp | 66.58%-190.8pp | 41.64%-165.9pp |
| Employer contribution / active EE | $5,409 | $3,444+57.0% | $4,554+18.8% | $2,551+112.0% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,609 | $8,390-57.0% | $13,129-72.5% | $7,234-50.1% |