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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 | $4,659 | $56,640-91.8% | $78,002-94.0% | $55,167-91.6% |
| Participation rate | 94.2% | 73.3%+20.9pp | 75.5%+18.6pp | 69.0%+25.2pp |
| Annual return | 10.63% | 2868.48%-2857.8pp | 425.99%-415.4pp | 169.23%-158.6pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,205 | $2,778-20.6% | $3,497-37.0% | $3,054-27.8% |
| Admin fee / account holder | $635 | $467+36.1% | $5,481-88.4% | $504+26.0% |