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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 | $21,736 | $84,499-74.3% | $125,391-82.7% | $66,949-67.5% |
| Participation rate | 83.3% | 76.4%+6.9pp | 82.4%+0.9pp | 69.8%+13.5pp |
| Annual return | -22.17% | -8.49%-13.7pp | 572.41%-594.6pp | 1.57%-23.7pp |
| Employer contribution / active EE | $3,352 | $3,554-5.7% | $4,816-30.4% | $2,545+31.7% |
| Participant deferral / active EE | $5,232 | $6,785-22.9% | $7,448-29.8% | $4,239+23.4% |
| Admin fee / account holder | $689 | $685+0.5% | $10,009-93.1% | $594+16.0% |