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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 | $59,402-70.8% | $93,654-81.5% | $74,546-76.8% |
| Participation rate | 72.8% | 59.7%+13.1pp | 68.7%+4.1pp | 67.2%+5.6pp |
| Annual return | 23.16% | 81.86%-58.7pp | 133.34%-110.2pp | 1366.03%-1342.9pp |
| Employer contribution / active EE | $1,429 | $1,265+13.0% | $2,421-41.0% | $2,624-45.5% |
| Participant deferral / active EE | $2,757 | $3,049-9.6% | $4,413-37.5% | $4,347-36.6% |
| Admin fee / account holder | $818 | $3,023-72.9% | $8,282-90.1% | $1,944-57.9% |