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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 | $4,635 | $83,090-94.4% | $130,062-96.4% | $71,529-93.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 31.91% | 20.61%+11.3pp | -137.37%+169.3pp | 28.97%+2.9pp |
| Employer contribution / active EE | $2,343 | $2,624-10.7% | $4,322-45.8% | $2,590-9.5% |
| Participant deferral / active EE | $2,256 | $4,436-49.1% | $5,821-61.2% | $4,291-47.4% |
| Admin fee / account holder | $493 | $1,727-71.4% | $10,601-95.3% | $1,588-68.9% |