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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 | $86,151 | $102,422-15.9% | $147,117-41.4% | $80,959+6.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -11.47% | 135.16%-146.6pp | 420.54%-432.0pp | 35.67%-47.1pp |
| Employer contribution / active EE | $15,006 | $3,717+303.7% | $4,932+204.2% | $2,757+444.3% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $7,517 | $7,953-5.5% | $12,993-42.1% | $6,925+8.5% |