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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 | $122,042-62.3% | $184,260-75.0% | $74,459-38.2% |
| Participation rate | 86.4% | 85.5%+0.9pp | 86.8%-0.4pp | 67.2%+19.2pp |
| Annual return | 2.44% | 19.91%-17.5pp | 28.84%-26.4pp | 1369.70%-1367.3pp |
| Employer contribution / active EE | $4,464 | $4,537-1.6% | $6,427-30.6% | $2,626+70.0% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1,359 | $1,252+8.5% | $13,898-90.2% | $1,945-30.1% |