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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 | $86,151 | $102,429-15.9% | $147,096-41.4% | $80,925+6.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -11.47% | 135.02%-146.5pp | 419.75%-431.2pp | 35.65%-47.1pp |
| Employer contribution / active EE | $15,006 | $3,716+303.9% | $4,936+204.0% | $2,756+444.4% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,517 | $7,957-5.5% | $13,005-42.2% | $6,940+8.3% |