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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 | $45,043-91.8% | $85,063-95.7% | $74,400-95.1% |
| Participation rate | 90.8% | 49.4%+41.5pp | 67.5%+23.3pp | 67.2%+23.6pp |
| Annual return | 16.21% | 26.26%-10.1pp | 66.54%-50.3pp | 1367.51%-1351.3pp |
| Employer contribution / active EE | $3,385 | $1,458+132.2% | $2,727+24.1% | $2,624+29.0% |
| Participant deferral / active EE | $3,132 | $2,733+14.6% | $4,523-30.7% | $4,348-28.0% |
| Admin fee / account holder | $342 | $2,210-84.5% | $6,155-94.4% | $1,944-82.4% |