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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 | $15,975 | $55,902-71.4% | $76,030-79.0% | $80,959-80.3% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | -46.93% | 20.59%-67.5pp | 361.54%-408.5pp | 35.67%-82.6pp |
| Employer contribution / active EE | $7,956 | $1,867+326.2% | $2,688+196.0% | $2,757+188.5% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,542 | $5,239-51.5% | $6,421-60.4% | $6,925-63.3% |