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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 | $31,926 | $91,439-65.1% | $135,974-76.5% | $71,511-55.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | -44.64% | 29.90%-74.5pp | 68.30%-112.9pp | 28.86%-73.5pp |
| Employer contribution / active EE | $6,056 | $3,705+63.5% | $4,859+24.6% | $2,589+133.9% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $2,334 | $1,267+84.3% | $10,767-78.3% | $1,588+46.9% |