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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 | $102,382-15.9% | $147,005-41.4% | $80,874+6.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | -11.47% | 134.89%-146.4pp | 418.76%-430.2pp | 35.62%-47.1pp |
| Employer contribution / active EE | $15,006 | $3,715+303.9% | $4,934+204.1% | $2,756+444.6% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $7,517 | $7,942-5.4% | $13,006-42.2% | $6,935+8.4% |