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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 | $20,148 | $58,320-65.5% | $86,439-76.7% | $66,930-69.9% |
| Participation rate | 75.9% | 78.6%-2.7pp | 80.3%-4.4pp | 69.8%+6.1pp |
| Annual return | -11.30% | -9.71%-1.6pp | 4395.55%-4406.9pp | 1.57%-12.9pp |
| Employer contribution / active EE | $1,471 | $2,615-43.7% | $3,769-61.0% | $2,545-42.2% |
| Participant deferral / active EE | $4,289 | $6,899-37.8% | $6,952-38.3% | $4,238+1.2% |
| Admin fee / account holder | $559 | $546+2.5% | $6,732-91.7% | $593-5.7% |