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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 | $32,382 | $102,661-68.5% | $151,639-78.6% | $66,938-51.6% |
| Participation rate | 79.9% | 85.5%-5.7pp | 87.5%-7.6pp | 69.8%+10.0pp |
| Annual return | -15.29% | -10.81%-4.5pp | 3.34%-18.6pp | 1.58%-16.9pp |
| Employer contribution / active EE | $2,419 | $4,184-42.2% | $6,165-60.8% | $2,545-5.0% |
| Participant deferral / active EE | $4,972 | $6,645-25.2% | $8,363-40.6% | $4,238+17.3% |
| Admin fee / account holder | $863 | $630+36.9% | $11,613-92.6% | $594+45.5% |