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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 | $5,907 | $52,682-88.8% | $78,004-92.4% | $64,097-90.8% |
| Participation rate | 75.6% | 47.7%+27.9pp | 69.4%+6.1pp | 55.2%+20.4pp |
| Annual return | 20.08% | 22.45%-2.4pp | 31.07%-11.0pp | 34.64%-14.6pp |
| Employer contribution / active EE | $632 | $1,323-52.2% | $2,469-74.4% | $1,891-66.6% |
| Participant deferral / active EE | $1,568 | $2,346-33.2% | $4,092-61.7% | $3,080-49.1% |
| Admin fee / account holder | $1,415 | $5,420-73.9% | $7,578-81.3% | $3,454-59.0% |