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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 | $11,169 | $82,674-86.5% | $125,381-91.1% | $68,486-83.7% |
| Participation rate | 95.7% | 75.1%+20.6pp | 82.4%+13.3pp | 67.9%+27.8pp |
| Annual return | -11.37% | -5.97%-5.4pp | 572.31%-583.7pp | -7.85%-3.5pp |
| Employer contribution / active EE | $2,170 | $3,382-35.8% | $4,815-54.9% | $2,597-16.4% |
| Participant deferral / active EE | $5,301 | $6,111-13.2% | $7,448-28.8% | $4,028+31.6% |
| Admin fee / account holder | $1,863 | $6,277-70.3% | $10,007-81.4% | $5,404-65.5% |