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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 | $10,300 | $43,338-76.2% | $59,887-82.8% | $64,173-83.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -6.98% | -1.55%-5.4pp | 3.46%-10.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,453 | $2,547+35.6% | $3,402+1.5% | $3,470-0.5% |
| Admin fee / account holder | $594 | $3,007-80.3% | $3,591-83.5% | $4,887-87.9% |