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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 | $12,091 | $58,264-79.2% | $86,617-86.0% | $71,495-83.1% |
| Participation rate | 92.6% | 65.0%+27.6pp | 71.7%+20.9pp | 67.9%+24.6pp |
| Annual return | 32.27% | 21.63%+10.6pp | 591.91%-559.6pp | 28.85%+3.4pp |
| Employer contribution / active EE | $814 | $2,574-68.4% | $3,023-73.1% | $2,589-68.6% |
| Participant deferral / active EE | $3,033 | $3,436-11.7% | $4,437-31.6% | $4,291-29.3% |
| Admin fee / account holder | $424 | $1,057-59.9% | $5,613-92.5% | $1,588-73.3% |