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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 | $42,638 | $61,660-30.8% | $80,022-46.7% | $64,173-33.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -30.46% | -0.33%-30.1pp | 11.22%-41.7pp | 7.63%-38.1pp |
| Employer contribution / active EE | $6,860 | $1,810+278.9% | $2,468+178.0% | $2,381+188.1% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,691 | $5,417-68.8% | $6,521-74.1% | $4,887-65.4% |