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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 | $8,483 | $43,423-80.5% | $78,676-89.2% | $55,167-84.6% |
| Participation rate | 95.1% | 68.0%+27.1pp | 73.6%+21.5pp | 69.0%+26.1pp |
| Annual return | 7.94% | 11.53%-3.6pp | 62.19%-54.2pp | 169.23%-161.3pp |
| Employer contribution / active EE | $312 | $1,997-84.4% | $2,850-89.0% | $1,963-84.1% |
| Participant deferral / active EE | $1,250 | $2,509-50.2% | $3,517-64.5% | $3,054-59.1% |
| Admin fee / account holder | $506 | $416+21.5% | $4,510-88.8% | $504+0.4% |