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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 | $23,802 | $84,493-71.8% | $125,381-81.0% | $66,938-64.4% |
| Participation rate | 86.3% | 76.4%+9.9pp | 82.4%+3.9pp | 69.8%+16.5pp |
| Annual return | -12.39% | -8.49%-3.9pp | 572.31%-584.7pp | 1.58%-14.0pp |
| Employer contribution / active EE | $2,565 | $3,554-27.8% | $4,815-46.7% | $2,545+0.8% |
| Participant deferral / active EE | $8,042 | $6,783+18.6% | $7,448+8.0% | $4,238+89.8% |
| Admin fee / account holder | $3,414 | $685+398.4% | $10,007-65.9% | $594+475.2% |