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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 | $11,981 | $64,719-81.5% | $112,249-89.3% | $68,486-82.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.32% | -11.40%-5.9pp | 27.48%-44.8pp | -7.85%-9.5pp |
| Employer contribution / active EE | $2,890 | $2,747+5.2% | $3,636-20.5% | $2,597+11.3% |
| Participant deferral / active EE | $3,496 | $3,565-1.9% | $4,729-26.1% | $4,028-13.2% |
| Admin fee / account holder | $532 | $5,232-89.8% | $6,412-91.7% | $5,404-90.1% |