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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,952 | $90,530-96.7% | $76,030-96.1% | $145,897-98.0% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 14.79% | 625.08%-610.3pp | 361.54%-346.7pp | 552.29%-537.5pp |
| Employer contribution / active EE | $3,831 | $3,319+15.4% | $2,688+42.5% | $4,663-17.8% |
| Participant deferral / active EE | $11,511 | $5,164+122.9% | $4,257+170.4% | $6,689+72.1% |
| Admin fee / account holder | $394 | $8,383-95.3% | $6,421-93.9% | $13,390-97.1% |