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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 | $45,043-89.7% | $85,063-94.5% | $74,400-93.8% |
| Participation rate | 94.3% | 49.4%+44.9pp | 67.5%+26.7pp | 67.2%+27.0pp |
| Annual return | 11.45% | 26.26%-14.8pp | 66.54%-55.1pp | 1367.51%-1356.1pp |
| Employer contribution / active EE | $1,185 | $1,458-18.7% | $2,727-56.5% | $2,624-54.8% |
| Participant deferral / active EE | $1,548 | $2,733-43.4% | $4,523-65.8% | $4,348-64.4% |
| Admin fee / account holder | $524 | $2,210-76.3% | $6,155-91.5% | $1,944-73.1% |