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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 | $50,109 | $77,814-35.6% | $158,223-68.3% | $86,983-42.4% |
| Participation rate | 93.3% | 68.4%+24.9pp | 79.2%+14.1pp | 69.5%+23.8pp |
| Annual return | 10.72% | 30.54%-19.8pp | 52.09%-41.4pp | 25.83%-15.1pp |
| Employer contribution / active EE | $10,291 | $2,592+297.0% | $4,109+150.5% | $2,584+298.2% |
| Participant deferral / active EE | $3,637 | $3,270+11.3% | $5,467-33.5% | $4,194-13.3% |
| Admin fee / account holder | $1,256 | $5,879-78.6% | $16,047-92.2% | $7,856-84.0% |