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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 | $4,641 | $45,126-89.7% | $85,187-94.6% | $74,459-93.8% |
| Participation rate | 94.3% | 49.4%+44.9pp | 67.5%+26.7pp | 67.2%+27.0pp |
| Annual return | 11.45% | 26.30%-14.8pp | 66.67%-55.2pp | 1369.70%-1358.3pp |
| Employer contribution / active EE | $1,185 | $1,460-18.8% | $2,732-56.6% | $2,626-54.9% |
| Participant deferral / active EE | $1,548 | $2,738-43.5% | $4,525-65.8% | $4,350-64.4% |
| Admin fee / account holder | $524 | $2,212-76.3% | $6,162-91.5% | $1,945-73.1% |