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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 | $7,054 | $65,246-89.2% | $98,716-92.9% | $67,986-89.6% |
| Participation rate | 97.1% | 51.4%+45.7pp | 69.3%+27.8pp | 57.2%+39.9pp |
| Annual return | 23.55% | 20.58%+3.0pp | 31.81%-8.3pp | 31.67%-8.1pp |
| Employer contribution / active EE | $1,336 | $1,042+28.3% | $2,279-41.3% | $2,019-33.8% |
| Participant deferral / active EE | $1,933 | $2,594-25.5% | $4,048-52.2% | $3,358-42.4% |
| Admin fee / account holder | $424 | $4,561-90.7% | $8,703-95.1% | $3,203-86.8% |