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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 | $24,627 | $72,620-66.1% | $90,756-72.9% | $66,930-63.2% |
| Participation rate | 80.4% | 73.7%+6.7pp | 75.7%+4.7pp | 69.8%+10.6pp |
| Annual return | -16.41% | -12.28%-4.1pp | -12.16%-4.3pp | 1.57%-18.0pp |
| Employer contribution / active EE | $1,487 | $2,369-37.3% | $2,922-49.1% | $2,545-41.6% |
| Participant deferral / active EE | $4,833 | $3,979+21.5% | $4,565+5.9% | $4,238+14.0% |
| Admin fee / account holder | $1,332 | $707+88.3% | $8,445-84.2% | $593+124.4% |