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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 | $14,794 | $35,183-58.0% | $73,550-79.9% | $70,126-78.9% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 7.47% | 26.90%-19.4pp | -15.16%+22.6pp | 73.15%-65.7pp |
| Employer contribution / active EE | $2,454 | $709+246.3% | $1,219+101.3% | $2,343+4.8% |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,804-100.0% | $3,332-100.0% |
| Admin fee / account holder | $786 | $2,302-65.9% | $2,320-66.1% | $4,645-83.1% |