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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 | $82,484 | $69,977+17.9% | $108,582-24.0% | $62,881+31.2% |
| Participation rate | 98.8% | 72.9%+25.9pp | 79.6%+19.2pp | 69.3%+29.5pp |
| Annual return | -7.14% | 10.73%-17.9pp | -51.70%+44.6pp | 20.14%-27.3pp |
| Employer contribution / active EE | $2,410 | $2,135+12.9% | $3,758-35.9% | $2,281+5.6% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,808 | $5,076+53.8% | $7,645+2.1% | $4,296+81.8% |