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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 | $6,103 | $55,889-89.1% | $76,119-92.0% | $80,935-92.5% |
| Participation rate | 95.8% | 62.1%+33.8pp | 69.1%+26.8pp | 67.7%+28.2pp |
| Annual return | 13.38% | 20.58%-7.2pp | 361.25%-347.9pp | 35.66%-22.3pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,704 | $3,051-44.1% | $4,259-60.0% | $4,299-60.4% |
| Admin fee / account holder | $845 | $5,241-83.9% | $6,421-86.8% | $6,924-87.8% |