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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 | $13,392 | $82,678-83.8% | $125,391-89.3% | $68,490-80.4% |
| Participation rate | 98.5% | 75.1%+23.4pp | 82.4%+16.1pp | 67.9%+30.6pp |
| Annual return | -16.88% | -5.97%-10.9pp | 572.41%-589.3pp | -7.85%-9.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,104 | $6,111+16.2% | $7,448-4.6% | $4,028+76.4% |
| Admin fee / account holder | $1,726 | $6,277-72.5% | $10,009-82.8% | $5,403-68.0% |