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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 | $12,531 | $91,559-86.3% | $133,971-90.6% | $79,852-84.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.35% | 61.85%-67.2pp | 45.09%-50.4pp | 31.72%-37.1pp |
| Employer contribution / active EE | $2,521 | $2,384+5.8% | $3,919-35.7% | $2,471+2.0% |
| Participant deferral / active EE | $2,872 | $3,734-23.1% | $5,047-43.1% | $3,740-23.2% |
| Admin fee / account holder | $760 | $6,321-88.0% | $8,929-91.5% | $5,306-85.7% |