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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,680 | $45,126-91.8% | $85,187-95.7% | $74,459-95.1% |
| Participation rate | 90.8% | 49.4%+41.5pp | 67.5%+23.3pp | 67.2%+23.6pp |
| Annual return | 16.21% | 26.30%-10.1pp | 66.67%-50.5pp | 1369.70%-1353.5pp |
| Employer contribution / active EE | $3,385 | $1,460+131.8% | $2,732+23.9% | $2,626+28.9% |
| Participant deferral / active EE | $3,132 | $2,738+14.4% | $4,525-30.8% | $4,350-28.0% |
| Admin fee / account holder | $342 | $2,212-84.5% | $6,162-94.5% | $1,945-82.4% |