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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 | $45,366 | $45,082+0.6% | $69,464-34.7% | $72,975-37.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 0.97% | 22.66%-21.7pp | 28.98%-28.0pp | 81.01%-80.0pp |
| Employer contribution / active EE | $4,155 | $2,055+102.2% | $2,779+49.5% | $2,440+70.3% |
| Participant deferral / active EE | $4,052 | $2,604+55.6% | $3,536+14.6% | $3,608+12.3% |
| Admin fee / account holder | $2,183 | $3,057-28.6% | $3,840-43.1% | $5,124-57.4% |