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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 | $23,576 | $57,352-58.9% | $83,831-71.9% | $64,173-63.3% |
| Participation rate | 88.7% | 68.6%+20.1pp | 76.1%+12.6pp | 69.6%+19.2pp |
| Annual return | -10.31% | 11.38%-21.7pp | 850.99%-861.3pp | 7.63%-17.9pp |
| Employer contribution / active EE | $6,016 | $2,546+136.3% | $3,631+65.7% | $2,381+152.7% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,964 | $4,046-51.4% | $5,479-64.1% | $4,887-59.8% |