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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 | $12,150 | $64,176-81.1% | $112,263-89.2% | $66,949-81.9% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -16.53% | -13.80%-2.7pp | 27.49%-44.0pp | 1.57%-18.1pp |
| Employer contribution / active EE | $1,351 | $3,007-55.1% | $3,636-62.9% | $2,545-46.9% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $802 | $626+28.1% | $6,410-87.5% | $594+35.1% |