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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 | $39,649 | $97,550-59.4% | $120,344-67.1% | $87,485-54.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 3.19% | 18.41%-15.2pp | 20.30%-17.1pp | 26.06%-22.9pp |
| Employer contribution / active EE | $1,590 | $2,291-30.6% | $3,020-47.4% | $2,596-38.8% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $891 | $9,543-90.7% | $12,742-93.0% | $7,775-88.5% |