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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,764 | $52,884-92.9% | $84,753-95.6% | $55,167-93.2% |
| Participation rate | 76.8% | 67.5%+9.2pp | 76.6%+0.2pp | 69.0%+7.8pp |
| Annual return | -30.95% | 18.03%-49.0pp | 22.78%-53.7pp | 169.23%-200.2pp |
| Employer contribution / active EE | $4,504 | $2,233+101.7% | $3,574+26.0% | $1,963+129.5% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $407 | $581-29.8% | $5,333-92.4% | $504-19.1% |