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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,205 | $86,692-81.3% | $119,634-86.5% | $66,949-75.8% |
| Participation rate | 84.6% | 75.6%+9.0pp | 79.3%+5.3pp | 69.8%+14.8pp |
| Annual return | 17.01% | -8.00%+25.0pp | -14.98%+32.0pp | 1.57%+15.4pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $490 | $755-35.1% | $10,329-95.3% | $594-17.4% |