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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 | $14,511 | $62,583-76.8% | $76,767-81.1% | $64,173-77.4% |
| Participation rate | 97.1% | 72.8%+24.3pp | 77.0%+20.2pp | 69.6%+27.6pp |
| Annual return | 1.26% | -1.95%+3.2pp | 2.43%-1.2pp | 7.63%-6.4pp |
| Employer contribution / active EE | $1,893 | $1,832+3.3% | $2,485-23.8% | $2,381-20.5% |
| Participant deferral / active EE | $2,381 | $3,145-24.3% | $3,852-38.2% | $3,470-31.4% |
| Admin fee / account holder | $941 | $4,667-79.8% | $6,675-85.9% | $4,887-80.7% |