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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 | $15,849 | $82,674-80.8% | $125,381-87.4% | $68,486-76.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -3.57% | -5.97%+2.4pp | 572.31%-575.9pp | -7.85%+4.3pp |
| Employer contribution / active EE | $5,112 | $3,382+51.2% | $4,815+6.2% | $2,597+96.9% |
| Participant deferral / active EE | $17,300 | $6,111+183.1% | $7,448+132.3% | $4,028+329.5% |
| Admin fee / account holder | $2,678 | $6,277-57.3% | $10,007-73.2% | $5,404-50.4% |