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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 | $7,575 | $43,338-82.5% | $59,887-87.4% | $64,173-88.2% |
| Participation rate | 95.2% | 69.2%+26.1pp | 74.7%+20.5pp | 69.6%+25.7pp |
| Annual return | -6.71% | -1.55%-5.2pp | 3.46%-10.2pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,317 | $2,030-35.1% | $2,722-51.6% | $2,381-44.7% |
| Participant deferral / active EE | $2,447 | $2,547-4.0% | $3,402-28.1% | $3,470-29.5% |
| Admin fee / account holder | $891 | $3,007-70.4% | $3,591-75.2% | $4,887-81.8% |