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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 | $22,712 | $49,199-53.8% | $121,210-81.3% | $75,177-69.8% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 1.15% | 56.04%-54.9pp | 987.41%-986.3pp | 160.75%-159.6pp |
| Employer contribution / active EE | $3,485 | $1,547+125.2% | $4,171-16.5% | $2,671+30.5% |
| Participant deferral / active EE | $0 | $2,630-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $495 | $3,946-87.4% | $5,647-91.2% | $5,651-91.2% |