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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,037 | $122,051-62.3% | $184,185-75.0% | $74,400-38.1% |
| Participation rate | 86.4% | 85.5%+0.9pp | 86.8%-0.4pp | 67.2%+19.2pp |
| Annual return | 2.44% | 19.91%-17.5pp | 28.81%-26.4pp | 1367.51%-1365.1pp |
| Employer contribution / active EE | $4,464 | $4,539-1.7% | $6,426-30.5% | $2,624+70.1% |
| Participant deferral / active EE | $0 | $7,146-100.0% | $9,132-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1,359 | $1,258+8.0% | $13,909-90.2% | $1,944-30.1% |