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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 | $23,120 | $81,334-71.6% | $113,397-79.6% | $64,097-63.9% |
| Participation rate | 93.0% | 65.6%+27.4pp | 76.5%+16.5pp | 55.2%+37.8pp |
| Annual return | 15.07% | 32.50%-17.4pp | 23.20%-8.1pp | 34.64%-19.6pp |
| Employer contribution / active EE | $1,035 | $2,077-50.1% | $2,977-65.2% | $1,891-45.3% |
| Participant deferral / active EE | $2,903 | $3,795-23.5% | $5,076-42.8% | $3,080-5.8% |
| Admin fee / account holder | $696 | $4,208-83.5% | $11,957-94.2% | $3,454-79.8% |