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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 | $56,864 | $69,977-18.7% | $108,582-47.6% | $62,881-9.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | -1.89% | 10.73%-12.6pp | -51.70%+49.8pp | 20.14%-22.0pp |
| Employer contribution / active EE | $5,495 | $2,135+157.4% | $3,758+46.2% | $2,281+140.9% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,472 | $5,076-71.0% | $7,645-80.7% | $4,296-65.7% |