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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 | $27,124 | $65,453-58.6% | $86,691-68.7% | $66,930-59.5% |
| Participation rate | 76.5% | 75.5%+1.0pp | 76.6%-0.1pp | 69.8%+6.7pp |
| Annual return | -17.96% | -10.89%-7.1pp | 35.94%-53.9pp | 1.57%-19.5pp |
| Employer contribution / active EE | $1,601 | $2,154-25.7% | $2,837-43.6% | $2,545-37.1% |
| Participant deferral / active EE | $3,121 | $4,102-23.9% | $4,656-33.0% | $4,238-26.4% |
| Admin fee / account holder | $2,665 | $642+315.3% | $7,492-64.4% | $593+349.1% |