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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 | $10,378 | $80,731-87.1% | $103,378-90.0% | $74,400-86.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | -82.08% | 27.56%-109.6pp | 24.91%-107.0pp | 1367.51%-1449.6pp |
| Employer contribution / active EE | $8,806 | $3,159+178.7% | $3,870+127.5% | $2,624+235.5% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,058-100.0% | $4,348-100.0% |
| Admin fee / account holder | $5,666 | $2,369+139.1% | $8,401-32.6% | $1,944+191.5% |