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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 | $9,438 | $82,674-88.6% | $125,363-92.5% | $68,495-86.2% |
| Participation rate | 96.6% | 75.0%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -16.49% | -5.97%-10.5pp | 572.15%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,389 | $3,382-29.3% | $4,815-50.4% | $2,596-8.0% |
| Participant deferral / active EE | $3,625 | $6,111-40.7% | $7,447-51.3% | $4,028-10.0% |
| Admin fee / account holder | $1,310 | $6,276-79.1% | $10,005-86.9% | $5,403-75.8% |