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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 | $12,838 | $137,414-90.7% | $189,545-93.2% | $85,851-85.0% |
| Participation rate | 98.7% | 84.6%+14.1pp | 87.8%+10.9pp | 69.3%+29.3pp |
| Annual return | 11.92% | 38.14%-26.2pp | 555.36%-543.4pp | 318.63%-306.7pp |
| Employer contribution / active EE | $1,627 | $4,344-62.6% | $6,162-73.6% | $2,565-36.6% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $386 | $8,630-95.5% | $12,049-96.8% | $6,261-93.8% |