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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 | $45,862 | $59,819-23.3% | $79,583-42.4% | $68,490-33.0% |
| Participation rate | 83.3% | 61.1%+22.3pp | 69.5%+13.8pp | 67.9%+15.4pp |
| Annual return | -22.28% | -12.30%-10.0pp | 0.16%-22.4pp | -7.85%-14.4pp |
| Employer contribution / active EE | $4,641 | $1,505+208.3% | $2,414+92.3% | $2,597+78.7% |
| Participant deferral / active EE | $4,820 | $3,025+59.3% | $3,986+20.9% | $4,028+19.7% |
| Admin fee / account holder | $3,905 | $4,835-19.2% | $6,835-42.9% | $5,403-27.7% |