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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 | $48,425 | $84,499-42.7% | $125,391-61.4% | $66,949-27.7% |
| Participation rate | 70.2% | 76.4%-6.2pp | 82.4%-12.2pp | 69.8%+0.4pp |
| Annual return | -19.38% | -8.49%-10.9pp | 572.41%-591.8pp | 1.57%-20.9pp |
| Employer contribution / active EE | $2,349 | $3,554-33.9% | $4,816-51.2% | $2,545-7.7% |
| Participant deferral / active EE | $4,447 | $6,785-34.5% | $7,448-40.3% | $4,239+4.9% |
| Admin fee / account holder | $714 | $685+4.2% | $10,009-92.9% | $594+20.3% |