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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 | $24,126 | $59,448-59.4% | $93,696-74.3% | $74,459-67.6% |
| Participation rate | 79.7% | 59.6%+20.0pp | 68.7%+10.9pp | 67.2%+12.4pp |
| Annual return | 17.05% | 82.11%-65.1pp | 133.74%-116.7pp | 1369.70%-1352.7pp |
| Employer contribution / active EE | $1,054 | $1,266-16.8% | $2,422-56.5% | $2,626-59.9% |
| Participant deferral / active EE | $3,006 | $3,052-1.5% | $4,417-31.9% | $4,350-30.9% |
| Admin fee / account holder | $3,403 | $3,027+12.4% | $8,287-58.9% | $1,945+75.0% |