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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 | $164,287 | $76,112+115.8% | $96,544+70.2% | $71,529+129.7% |
| Participation rate | 89.1% | 74.4%+14.7pp | 76.0%+13.1pp | 67.9%+21.2pp |
| Annual return | 9.49% | 22.80%-13.3pp | 25.88%-16.4pp | 28.97%-19.5pp |
| Employer contribution / active EE | $2,475 | $2,248+10.1% | $2,966-16.6% | $2,590-4.4% |
| Participant deferral / active EE | $3,604 | $4,217-14.5% | $4,851-25.7% | $4,291-16.0% |
| Admin fee / account holder | $11,886 | $2,708+338.9% | $8,254+44.0% | $1,588+648.3% |