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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 | $1,798 | $78,705-97.7% | $117,857-98.5% | $70,131-97.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | -282.04% | 23.30%-305.3pp | 335.09%-617.1pp | 73.14%-355.2pp |
| Employer contribution / active EE | $7,197 | $2,223+223.7% | $3,786+90.1% | $2,342+207.2% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $731 | $5,065-85.6% | $8,020-90.9% | $4,645-84.3% |