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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 | $38,833 | $128,603-69.8% | $197,124-80.3% | $67,986-42.9% |
| Participation rate | 82.1% | 81.7%+0.4pp | 86.7%-4.7pp | 57.2%+24.8pp |
| Annual return | 17.84% | 23.77%-5.9pp | 44.34%-26.5pp | 31.67%-13.8pp |
| Employer contribution / active EE | $0 | $4,379-100.0% | $6,227-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,866 | $6,840-43.5% | $9,135-57.7% | $3,358+15.1% |
| Admin fee / account holder | $7,401 | $3,035+143.9% | $16,298-54.6% | $3,203+131.1% |