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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 | $9,399 | $73,863-87.3% | $143,797-93.5% | $68,490-86.3% |
| Participation rate | 98.7% | 66.7%+32.1pp | 80.3%+18.4pp | 67.9%+30.8pp |
| Annual return | -11.34% | 0.91%-12.2pp | -0.04%-11.3pp | -7.85%-3.5pp |
| Employer contribution / active EE | $7,108 | $3,185+123.2% | $4,952+43.5% | $2,597+173.7% |
| Participant deferral / active EE | $1,275 | $3,385-62.3% | $5,638-77.4% | $4,028-68.4% |
| Admin fee / account holder | $1,024 | $5,756-82.2% | $14,679-93.0% | $5,403-81.0% |