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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 | $21,204 | $109,359-80.6% | $162,177-86.9% | $72,975-70.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 6.84% | 25.46%-18.6pp | 115.60%-108.8pp | 81.01%-74.2pp |
| Employer contribution / active EE | $1,351 | $3,907-65.4% | $5,613-75.9% | $2,440-44.6% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,351 | $7,972-83.1% | $10,843-87.5% | $5,124-73.6% |