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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 | $10,995 | $59,107-81.4% | $86,439-87.3% | $68,495-83.9% |
| Participation rate | 98.9% | 75.2%+23.7pp | 80.3%+18.6pp | 67.9%+31.1pp |
| Annual return | -13.24% | -0.23%-13.0pp | 4395.55%-4408.8pp | -7.84%-5.4pp |
| Employer contribution / active EE | $5,051 | $2,519+100.5% | $3,769+34.0% | $2,596+94.5% |
| Participant deferral / active EE | $6,865 | $5,901+16.3% | $6,952-1.2% | $4,028+70.5% |
| Admin fee / account holder | $5,092 | $5,637-9.7% | $6,732-24.4% | $5,403-5.8% |