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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 | $19,109 | $58,320-67.2% | $86,438-77.9% | $66,938-71.5% |
| Participation rate | 97.9% | 78.6%+19.4pp | 80.3%+17.6pp | 69.8%+28.1pp |
| Annual return | -15.09% | -9.71%-5.4pp | 4397.19%-4412.3pp | 1.58%-16.7pp |
| Employer contribution / active EE | $2,456 | $2,615-6.1% | $3,769-34.8% | $2,545-3.5% |
| Participant deferral / active EE | $4,325 | $6,899-37.3% | $6,952-37.8% | $4,238+2.0% |
| Admin fee / account holder | $432 | $546-20.8% | $6,733-93.6% | $594-27.2% |