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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 | $8,917 | $64,871-86.3% | $129,110-93.1% | $66,930-86.7% |
| Participation rate | 75.6% | 74.0%+1.6pp | 77.3%-1.7pp | 69.8%+5.8pp |
| Annual return | 27.21% | -12.21%+39.4pp | -10.94%+38.2pp | 1.57%+25.6pp |
| Employer contribution / active EE | $1,434 | $3,741-61.7% | $5,052-71.6% | $2,545-43.7% |
| Participant deferral / active EE | $2,494 | $5,090-51.0% | $6,542-61.9% | $4,238-41.1% |
| Admin fee / account holder | $2,615 | $629+315.7% | $14,302-81.7% | $593+340.6% |