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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,823 | $42,909-81.8% | $60,906-87.2% | $68,486-88.6% |
| Participation rate | 93.3% | 66.8%+26.6pp | 73.1%+20.2pp | 67.9%+25.4pp |
| Annual return | -16.64% | -13.99%-2.6pp | 16.94%-33.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $10,322 | $1,979+421.7% | $2,703+281.9% | $2,597+297.5% |
| Participant deferral / active EE | $3,963 | $2,866+38.3% | $3,814+3.9% | $4,028-1.6% |
| Admin fee / account holder | $2,926 | $3,104-5.7% | $3,227-9.3% | $5,404-45.9% |