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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 | $82,613 | $81,474+1.4% | $133,971-38.3% | $73,493+12.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | -3.46% | 19.40%-22.9pp | 45.09%-48.6pp | 28.51%-32.0pp |
| Employer contribution / active EE | $1,570 | $2,209-29.0% | $3,919-59.9% | $2,270-30.9% |
| Participant deferral / active EE | $2,288 | $3,786-39.6% | $5,047-54.7% | $3,740-38.8% |
| Admin fee / account holder | $307 | $713-56.9% | $8,929-96.6% | $513-40.1% |