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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,317 | $198,217-85.7% | $130,788-78.3% | - |
| Participation rate | 92.9% | 59.1%+33.8pp | 70.1%+22.8pp | - |
| Annual return | 4.85% | 9.45%-4.6pp | 386.44%-381.6pp | - |
| Employer contribution / active EE | $1,379 | $1,858-25.8% | $3,558-61.3% | - |
| Participant deferral / active EE | $2,185 | $3,727-41.4% | $4,137-47.2% | - |
| Admin fee / account holder | $4,763 | $27,022-82.4% | $6,673-28.6% | - |