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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 | $4,888 | $57,352-91.5% | $83,831-94.2% | $64,173-92.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -11.05% | 11.38%-22.4pp | 850.99%-862.0pp | 7.63%-18.7pp |
| Employer contribution / active EE | $2,604 | $2,546+2.3% | $3,631-28.3% | $2,381+9.4% |
| Participant deferral / active EE | $2,272 | $2,993-24.1% | $4,082-44.3% | $3,470-34.5% |
| Admin fee / account holder | $601 | $4,046-85.2% | $5,479-89.0% | $4,887-87.7% |