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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 | $8,890 | $77,908-88.6% | $149,696-94.1% | $75,173-88.2% |
| Participation rate | 82.5% | 65.6%+16.9pp | 78.8%+3.7pp | 67.2%+15.3pp |
| Annual return | 15.22% | 31.73%-16.5pp | 134.46%-119.2pp | 160.72%-145.5pp |
| Employer contribution / active EE | $522 | $3,138-83.4% | $4,821-89.2% | $2,671-80.4% |
| Participant deferral / active EE | $1,525 | $3,411-55.3% | $5,682-73.2% | $4,126-63.0% |
| Admin fee / account holder | $1,150 | $5,950-80.7% | $13,212-91.3% | $5,651-79.7% |