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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 | $11,865 | $66,764-82.2% | $88,497-86.6% | $62,881-81.1% |
| Participation rate | 100.0% | 77.3%+22.7pp | 82.4%+17.6pp | 69.3%+30.7pp |
| Annual return | 8.63% | 10.37%-1.7pp | 7.63%+1.0pp | 20.14%-11.5pp |
| Employer contribution / active EE | $6,066 | $3,077+97.2% | $4,036+50.3% | $2,281+165.9% |
| Participant deferral / active EE | $0 | $3,976-100.0% | $4,899-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,282 | $4,668-72.5% | $6,220-79.4% | $4,296-70.2% |