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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 | $1,963 | $55,889-96.5% | $76,119-97.4% | $80,935-97.6% |
| Participation rate | 75.0% | 62.1%+12.9pp | 69.1%+5.9pp | 67.7%+7.3pp |
| Annual return | 13.05% | 20.58%-7.5pp | 361.25%-348.2pp | 35.66%-22.6pp |
| Employer contribution / active EE | $967 | $1,866-48.2% | $2,693-64.1% | $2,757-64.9% |
| Participant deferral / active EE | $1,339 | $3,051-56.1% | $4,259-68.6% | $4,299-68.8% |
| Admin fee / account holder | $750 | $5,241-85.7% | $6,421-88.3% | $6,924-89.2% |