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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 | $29,452 | $60,396-51.2% | $111,392-73.6% | $56,289-47.7% |
| Participation rate | 70.5% | 72.4%-2.0pp | 78.9%-8.4pp | 69.9%+0.6pp |
| Annual return | -7.49% | 20.26%-27.7pp | -2.06%-5.4pp | -9.96%+2.5pp |
| Employer contribution / active EE | $2,813 | $3,459-18.7% | $4,328-35.0% | $2,111+33.2% |
| Participant deferral / active EE | $5,439 | $4,421+23.0% | $5,567-2.3% | $3,350+62.4% |
| Admin fee / account holder | $1,905 | $610+212.2% | $12,266-84.5% | $521+265.6% |