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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 | $25,700 | $48,267-46.8% | $68,808-62.6% | $68,486-62.5% |
| Participation rate | 95.7% | 60.7%+35.1pp | 69.0%+26.7pp | 67.9%+27.9pp |
| Annual return | -21.48% | -12.70%-8.8pp | -6.37%-15.1pp | -7.85%-13.6pp |
| Employer contribution / active EE | $798 | $1,829-56.4% | $2,656-70.0% | $2,597-69.3% |
| Participant deferral / active EE | $1,990 | $2,867-30.6% | $3,942-49.5% | $4,028-50.6% |
| Admin fee / account holder | $730 | $4,362-83.3% | $4,936-85.2% | $5,404-86.5% |