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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 | $11,878 | $65,437-81.8% | $86,698-86.3% | $66,949-82.3% |
| Participation rate | 96.6% | 75.5%+21.2pp | 76.6%+20.1pp | 69.8%+26.8pp |
| Annual return | -12.05% | -10.91%-1.1pp | 35.96%-48.0pp | 1.57%-13.6pp |
| Employer contribution / active EE | $2,836 | $2,154+31.7% | $2,8370% | $2,545+11.4% |
| Participant deferral / active EE | $5,161 | $4,102+25.8% | $4,656+10.8% | $4,239+21.8% |
| Admin fee / account holder | $540 | $642-15.9% | $7,492-92.8% | $594-9.1% |