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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 | $12,991 | $62,583-79.2% | $76,767-83.1% | $64,173-79.8% |
| Participation rate | 89.2% | 72.8%+16.3pp | 77.0%+12.2pp | 69.6%+19.6pp |
| Annual return | -1.52% | -1.95%+0.4pp | 2.43%-3.9pp | 7.63%-9.2pp |
| Employer contribution / active EE | $1,555 | $1,832-15.1% | $2,485-37.4% | $2,381-34.7% |
| Participant deferral / active EE | $1,856 | $3,145-41.0% | $3,852-51.8% | $3,470-46.5% |
| Admin fee / account holder | $1,780 | $4,667-61.9% | $6,675-73.3% | $4,887-63.6% |