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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 | $12,036 | $75,962-84.2% | $154,111-92.2% | $64,173-81.2% |
| Participation rate | 84.2% | 70.4%+13.8pp | 83.0%+1.2pp | 69.6%+14.6pp |
| Annual return | -7.53% | 30.32%-37.8pp | 735.18%-742.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,697 | $3,350-49.4% | $5,298-68.0% | $2,381-28.7% |
| Participant deferral / active EE | $2,540 | $3,175-20.0% | $5,081-50.0% | $3,470-26.8% |
| Admin fee / account holder | $1,370 | $5,589-75.5% | $13,411-89.8% | $4,887-72.0% |