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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 | $23,352 | $102,429-77.2% | $147,096-84.1% | $80,925-71.1% |
| Participation rate | 97.2% | 75.9%+21.3pp | 82.2%+15.0pp | 67.7%+29.5pp |
| Annual return | 12.19% | 135.02%-122.8pp | 419.75%-407.6pp | 35.65%-23.5pp |
| Employer contribution / active EE | $2,307 | $3,716-37.9% | $4,936-53.3% | $2,756-16.3% |
| Participant deferral / active EE | $3,460 | $6,649-48.0% | $8,071-57.1% | $4,299-19.5% |
| Admin fee / account holder | $3,153 | $7,957-60.4% | $13,005-75.8% | $6,940-54.6% |