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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 | $4,622 | $49,177-90.6% | $79,466-94.2% | $64,173-92.8% |
| Participation rate | 97.2% | 65.0%+32.2pp | 73.3%+23.8pp | 69.6%+27.6pp |
| Annual return | -7.27% | -1.16%-6.1pp | 718.28%-725.6pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,195 | $2,076-42.5% | $2,800-57.3% | $2,381-49.8% |
| Participant deferral / active EE | $1,823 | $2,821-35.4% | $3,704-50.8% | $3,470-47.5% |
| Admin fee / account holder | $1,657 | $3,839-56.8% | $5,104-67.5% | $4,887-66.1% |