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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 | $10,486 | $46,072-77.2% | $69,779-85.0% | $55,167-81.0% |
| Participation rate | 95.0% | 67.5%+27.5pp | 71.8%+23.2pp | 69.0%+26.0pp |
| Annual return | 4.62% | 8.68%-4.1pp | 12.99%-8.4pp | 169.23%-164.6pp |
| Employer contribution / active EE | $2,089 | $1,500+39.3% | $2,338-10.7% | $1,963+6.5% |
| Participant deferral / active EE | $0 | $2,344-100.0% | $2,931-100.0% | $3,054-100.0% |
| Admin fee / account holder | $439 | $428+2.6% | $4,381-90.0% | $504-13.0% |