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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,839 | $78,707-85.0% | $117,861-90.0% | $70,126-83.1% |
| Participation rate | 97.7% | 73.2%+24.5pp | 79.7%+18.0pp | 69.5%+28.1pp |
| Annual return | 10.59% | 23.30%-12.7pp | 335.11%-324.5pp | 73.15%-62.6pp |
| Employer contribution / active EE | $1,395 | $2,223-37.2% | $3,786-63.1% | $2,343-40.4% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $434 | $5,066-91.4% | $8,021-94.6% | $4,645-90.6% |