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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 | $14,559 | $65,364-77.7% | $92,909-84.3% | $72,975-80.0% |
| Participation rate | 96.8% | 68.3%+28.5pp | 76.0%+20.8pp | 69.5%+27.3pp |
| Annual return | 20.37% | 42.11%-21.7pp | 109.44%-89.1pp | 81.01%-60.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,582 | $3,128+46.5% | $4,238+8.1% | $3,608+27.0% |
| Admin fee / account holder | $988 | $4,251-76.8% | $5,795-82.9% | $5,124-80.7% |