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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 | $47,787 | $67,894-29.6% | $89,340-46.5% | $82,448-42.0% |
| Participation rate | 97.9% | 64.0%+33.8pp | 69.6%+28.3pp | 68.1%+29.8pp |
| Annual return | -6.97% | 19.21%-26.2pp | 20.57%-27.5pp | 41.64%-48.6pp |
| Employer contribution / active EE | $3,437 | $1,828+88.0% | $2,231+54.0% | $2,551+34.7% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $3,823-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,991 | $5,723-47.7% | $6,704-55.4% | $7,234-58.7% |