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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 | $31,790 | $78,562-59.5% | $105,608-69.9% | $74,429-57.3% |
| Participation rate | 79.4% | 72.8%+6.6pp | 75.3%+4.1pp | 67.2%+12.2pp |
| Annual return | 20.15% | 15.94%+4.2pp | 116.50%-96.3pp | 1368.38%-1348.2pp |
| Employer contribution / active EE | $1,654 | $2,521-34.4% | $3,167-47.8% | $2,625-37.0% |
| Participant deferral / active EE | $4,408 | $4,321+2.0% | $5,010-12.0% | $4,348+1.4% |
| Admin fee / account holder | $3,174 | $2,217+43.2% | $11,028-71.2% | $1,944+63.3% |