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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 | $55,930-71.4% | $76,089-79.0% | $80,925-80.3% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | -46.93% | 20.58%-67.5pp | 360.94%-407.9pp | 35.65%-82.6pp |
| Employer contribution / active EE | $7,956 | $1,866+326.3% | $2,690+195.7% | $2,756+188.6% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,542 | $5,241-51.5% | $6,418-60.4% | $6,940-63.4% |