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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 | $17,331 | $59,448-70.8% | $93,696-81.5% | $74,459-76.7% |
| Participation rate | 72.8% | 59.6%+13.1pp | 68.7%+4.1pp | 67.2%+5.6pp |
| Annual return | 23.16% | 82.11%-58.9pp | 133.74%-110.6pp | 1369.70%-1346.5pp |
| Employer contribution / active EE | $1,429 | $1,266+12.9% | $2,422-41.0% | $2,626-45.6% |
| Participant deferral / active EE | $2,757 | $3,052-9.6% | $4,417-37.6% | $4,350-36.6% |
| Admin fee / account holder | $818 | $3,027-73.0% | $8,287-90.1% | $1,945-58.0% |