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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 | $3,035 | $43,075-93.0% | $74,577-95.9% | $62,881-95.2% |
| Participation rate | 85.9% | 58.1%+27.8pp | 68.1%+17.8pp | 69.3%+16.6pp |
| Annual return | 3.32% | 17.50%-14.2pp | 20.47%-17.1pp | 20.14%-16.8pp |
| Employer contribution / active EE | $2,669 | $1,498+78.2% | $2,525+5.7% | $2,281+17.0% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $406 | $2,840-85.7% | $4,138-90.2% | $4,296-90.6% |