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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 | $90,614-96.7% | $76,089-96.1% | $145,877-98.0% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 14.79% | 623.80%-609.0pp | 360.94%-346.2pp | 551.28%-536.5pp |
| Employer contribution / active EE | $3,831 | $3,324+15.2% | $2,690+42.4% | $4,663-17.8% |
| Participant deferral / active EE | $11,511 | $5,168+122.7% | $4,259+170.3% | $6,691+72.1% |
| Admin fee / account holder | $394 | $8,376-95.3% | $6,418-93.9% | $13,402-97.1% |