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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 | $6,386 | $48,432-86.8% | $121,204-94.7% | $71,511-91.1% |
| Participation rate | 96.2% | 54.3%+41.9pp | 69.5%+26.7pp | 67.9%+28.3pp |
| Annual return | 24.43% | 23.28%+1.1pp | 987.18%-962.8pp | 28.86%-4.4pp |
| Employer contribution / active EE | $572 | $1,493-61.7% | $4,170-86.3% | $2,589-77.9% |
| Participant deferral / active EE | $2,666 | $2,756-3.3% | $4,083-34.7% | $4,291-37.9% |
| Admin fee / account holder | $1,251 | $1,845-32.2% | $5,651-77.9% | $1,588-21.3% |