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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 | $8,758 | $58,320-85.0% | $86,439-89.9% | $66,930-86.9% |
| Participation rate | 97.2% | 78.6%+18.6pp | 80.3%+16.9pp | 69.8%+27.4pp |
| Annual return | 39.61% | -9.71%+49.3pp | 4395.55%-4355.9pp | 1.57%+38.0pp |
| Employer contribution / active EE | $2,575 | $2,615-1.5% | $3,769-31.7% | $2,545+1.2% |
| Participant deferral / active EE | $4,401 | $6,899-36.2% | $6,952-36.7% | $4,238+3.9% |
| Admin fee / account holder | $1,711 | $546+213.4% | $6,732-74.6% | $593+188.3% |