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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,049 | $67,411-65.8% | $91,004-74.7% | $70,126-67.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 32.08% | -40.16%+72.2pp | 4.60%+27.5pp | 73.15%-41.1pp |
| Employer contribution / active EE | $409 | $1,786-77.1% | $2,456-83.3% | $2,343-82.5% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,441 | $4,236-66.0% | $5,417-73.4% | $4,645-69.0% |