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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,651 | $65,453+6.4% | $86,698-19.7% | $66,938+4.1% |
| Participation rate | 71.0% | 75.5%-4.5pp | 76.6%-5.6pp | 69.8%+1.2pp |
| Annual return | -18.56% | -10.89%-7.7pp | 35.95%-54.5pp | 1.58%-20.1pp |
| Employer contribution / active EE | $1,280 | $2,154-40.6% | $2,837-54.9% | $2,545-49.7% |
| Participant deferral / active EE | $3,795 | $4,102-7.5% | $4,656-18.5% | $4,238-10.5% |
| Admin fee / account holder | $6,763 | $642+953.7% | $7,493-9.7% | $594+1039.5% |