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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 | $4,604 | $59,467-92.3% | $93,727-95.1% | $74,478-93.8% |
| Participation rate | 92.2% | 59.6%+32.6pp | 68.7%+23.5pp | 67.2%+25.0pp |
| Annual return | 15.81% | 82.14%-66.3pp | 133.83%-118.0pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $560 | $1,267-55.8% | $2,421-76.9% | $2,626-78.7% |
| Participant deferral / active EE | $2,067 | $3,052-32.3% | $4,417-53.2% | $4,350-52.5% |
| Admin fee / account holder | $3,021 | $3,028-0.2% | $8,292-63.6% | $1,946+55.3% |