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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 | $36,845 | $76,551-51.9% | $123,894-70.3% | $62,881-41.4% |
| Participation rate | 98.9% | 73.0%+26.0pp | 81.4%+17.5pp | 69.3%+29.6pp |
| Annual return | -5.56% | 18.68%-24.2pp | 47.52%-53.1pp | 20.14%-25.7pp |
| Employer contribution / active EE | $3,190 | $2,882+10.7% | $4,617-30.9% | $2,281+39.8% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $396 | $4,826-91.8% | $8,357-95.3% | $4,296-90.8% |