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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 | $33,825 | $59,804-43.4% | $81,982-58.7% | $79,856-57.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 3.37% | 17.56%-14.2pp | 41.31%-37.9pp | 31.71%-28.3pp |
| Employer contribution / active EE | $1,496 | $1,713-12.7% | $2,498-40.1% | $2,471-39.5% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,741-100.0% |
| Admin fee / account holder | $570 | $4,288-86.7% | $5,665-89.9% | $5,306-89.3% |