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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 | $6,916 | $81,276-91.5% | $155,574-95.6% | $80,925-91.5% |
| Participation rate | 89.5% | 66.2%+23.2pp | 78.2%+11.3pp | 67.7%+21.8pp |
| Annual return | 109.73% | 33.36%+76.4pp | 64.87%+44.9pp | 35.65%+74.1pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,968 | $3,453-43.0% | $5,629-65.0% | $4,299-54.2% |
| Admin fee / account holder | $1,371 | $7,993-82.8% | $15,914-91.4% | $6,940-80.2% |