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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 | $13,605 | $65,378-79.2% | $87,103-84.4% | $65,186-79.1% |
| Participation rate | 76.8% | 75.3%+1.4pp | 76.9%-0.1pp | 70.2%+6.6pp |
| Annual return | 20.46% | 31.28%-10.8pp | 28.19%-7.7pp | 29.39%-8.9pp |
| Employer contribution / active EE | $0 | $1,823-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,948 | $3,389-42.5% | $4,049-51.9% | $3,514-44.6% |
| Admin fee / account holder | $1,203 | $520+131.4% | $7,491-83.9% | $847+42.0% |