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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,559 | $75,962-84.8% | $154,108-92.5% | $64,173-82.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 4.28% | 30.32%-26.0pp | 735.21%-730.9pp | 7.63%-3.4pp |
| Employer contribution / active EE | $633 | $3,350-81.1% | $5,298-88.0% | $2,381-73.4% |
| Participant deferral / active EE | $2,009 | $3,175-36.7% | $5,081-60.5% | $3,470-42.1% |
| Admin fee / account holder | $1,661 | $5,589-70.3% | $13,411-87.6% | $4,887-66.0% |