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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 | $24,524 | $52,580-53.4% | $71,671-65.8% | $70,126-65.0% |
| Participation rate | 94.7% | 60.9%+33.9pp | 68.7%+26.0pp | 69.5%+25.2pp |
| Annual return | -29.72% | 20.25%-50.0pp | 20.65%-50.4pp | 73.15%-102.9pp |
| Employer contribution / active EE | $9,607 | $1,616+494.6% | $2,460+290.6% | $2,343+310.1% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,521 | $3,653-31.0% | $5,558-54.6% | $4,645-45.7% |