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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 | $6,023 | $47,977-87.4% | $154,108-96.1% | $56,289-89.3% |
| Participation rate | 93.1% | 66.2%+27.0pp | 83.0%+10.1pp | 69.9%+23.3pp |
| Annual return | -15.57% | 3.54%-19.1pp | 735.21%-750.8pp | -9.96%-5.6pp |
| Employer contribution / active EE | $958 | $2,169-55.8% | $5,298-81.9% | $2,111-54.6% |
| Participant deferral / active EE | $2,036 | $2,392-14.9% | $5,081-59.9% | $3,350-39.2% |
| Admin fee / account holder | $443 | $438+1.1% | $13,411-96.7% | $521-15.0% |