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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 | $5,705 | $73,988-92.3% | $96,538-94.1% | $75,177-92.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | -163.48% | 26.73%-190.2pp | 35.74%-199.2pp | 160.75%-324.2pp |
| Employer contribution / active EE | $9,972 | $2,930+240.3% | $3,740+166.6% | $2,671+273.3% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,702 | $5,220-29.1% | $6,737-45.0% | $5,651-34.5% |