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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,082 | $55,449-76.4% | $83,850-84.4% | $56,287-76.8% |
| Participation rate | 79.2% | 68.0%+11.2pp | 76.1%+3.1pp | 69.9%+9.3pp |
| Annual return | -9.46% | -1.38%-8.1pp | 850.92%-860.4pp | -9.96%+0.5pp |
| Employer contribution / active EE | $2,118 | $2,430-12.8% | $3,631-41.7% | $2,111+0.4% |
| Participant deferral / active EE | $3,618 | $2,935+23.2% | $4,082-11.4% | $3,350+8.0% |
| Admin fee / account holder | $1,240 | $656+89.0% | $5,478-77.4% | $521+138.0% |