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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 | $44,020 | $59,839-26.4% | $81,991-46.3% | $79,852-44.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 2.99% | 17.56%-14.6pp | 41.31%-38.3pp | 31.72%-28.7pp |
| Employer contribution / active EE | $4,699 | $1,713+174.2% | $2,498+88.1% | $2,471+90.2% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,305 | $4,287-69.6% | $5,665-77.0% | $5,306-75.4% |