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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 | $52,767 | $101,672-48.1% | $147,117-64.1% | $74,478-29.2% |
| Participation rate | 92.0% | 75.5%+16.5pp | 82.2%+9.8pp | 67.2%+24.8pp |
| Annual return | 12.79% | 8757.83%-8745.0pp | 420.54%-407.8pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $2,822 | $3,813-26.0% | $4,932-42.8% | $2,626+7.5% |
| Participant deferral / active EE | $6,624 | $7,305-9.3% | $8,065-17.9% | $4,350+52.3% |
| Admin fee / account holder | $2,646 | $1,753+50.9% | $12,993-79.6% | $1,946+36.0% |