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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 | $62,282 | $123,793-49.7% | $177,848-65.0% | $79,856-22.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | -19.79% | 22.82%-42.6pp | 48.33%-68.1pp | 31.71%-51.5pp |
| Employer contribution / active EE | $2,410 | $4,095-41.1% | $5,919-59.3% | $2,471-2.5% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,651 | $7,243-77.2% | $12,431-86.7% | $5,306-68.9% |