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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 | $6,735 | $59,813-88.7% | $79,580-91.5% | $68,486-90.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -19.00% | -12.30%-6.7pp | 0.15%-19.2pp | -7.85%-11.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,657 | $3,024-12.2% | $3,985-33.3% | $4,028-34.0% |
| Admin fee / account holder | $772 | $4,835-84.0% | $6,835-88.7% | $5,404-85.7% |