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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $8,879 | $51,604-82.8% | $129,295-93.1% | $80,874-89.0% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 5.26% | 20.76%-15.5pp | 9429.28%-9424.0pp | 35.62%-30.4pp |
| Employer contribution / active EE | $2,913 | $1,585+83.8% | $4,157-29.9% | $2,756+5.7% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,169-100.0% | $4,297-100.0% |
| Admin fee / account holder | $11,513 | $4,310+167.1% | $7,665+50.2% | $6,935+66.0% |