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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 | $77,516 | $73,988+4.8% | $96,538-19.7% | $75,177+3.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 1.42% | 26.73%-25.3pp | 35.74%-34.3pp | 160.75%-159.3pp |
| Employer contribution / active EE | $8,299 | $2,930+183.2% | $3,740+121.9% | $2,671+210.7% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $642 | $5,220-87.7% | $6,737-90.5% | $5,651-88.6% |