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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 | $37,476 | $54,355-31.1% | $82,744-54.7% | $68,486-45.3% |
| Participation rate | 98.6% | 63.9%+34.6pp | 72.6%+26.0pp | 67.9%+30.7pp |
| Annual return | -20.55% | -13.67%-6.9pp | 702.22%-722.8pp | -7.85%-12.7pp |
| Employer contribution / active EE | $4,385 | $2,219+97.7% | $3,008+45.8% | $2,597+68.9% |
| Participant deferral / active EE | $4,732 | $3,246+45.8% | $4,395+7.7% | $4,028+17.5% |
| Admin fee / account holder | $2,056 | $4,397-53.2% | $5,325-61.4% | $5,404-62.0% |