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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 | $19,061 | $63,845-70.1% | $81,370-76.6% | $80,959-76.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 7.75% | 16.37%-8.6pp | 24.85%-17.1pp | 35.67%-27.9pp |
| Employer contribution / active EE | $2,974 | $1,980+50.2% | $2,464+20.7% | $2,757+7.9% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,300-100.0% |
| Admin fee / account holder | $598 | $5,688-89.5% | $5,749-89.6% | $6,925-91.4% |