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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 | $42,396 | $43,075-1.6% | $74,577-43.2% | $62,881-32.6% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | -5.96% | 17.50%-23.5pp | 20.47%-26.4pp | 20.14%-26.1pp |
| Employer contribution / active EE | $3,225 | $1,498+115.3% | $2,525+27.7% | $2,281+41.4% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $421 | $2,840-85.2% | $4,138-89.8% | $4,296-90.2% |