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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,892 | $63,346-79.6% | $92,240-86.0% | $70,126-81.6% |
| Participation rate | 93.9% | 68.7%+25.2pp | 76.5%+17.4pp | 69.5%+24.3pp |
| Annual return | 15.19% | 530.19%-515.0pp | 176.29%-161.1pp | 73.15%-58.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $341 | $3,841-91.1% | $5,194-93.4% | $4,645-92.7% |