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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 | $21,725 | $78,607-72.4% | $105,624-79.4% | $74,478-70.8% |
| Participation rate | 77.6% | 72.8%+4.8pp | 75.3%+2.4pp | 67.2%+10.4pp |
| Annual return | 11.77% | 15.96%-4.2pp | 116.20%-104.4pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $1,123 | $2,523-55.5% | $3,168-64.5% | $2,626-57.2% |
| Participant deferral / active EE | $2,414 | $4,325-44.2% | $5,013-51.8% | $4,350-44.5% |
| Admin fee / account holder | $1,033 | $2,220-53.4% | $10,961-90.6% | $1,946-46.9% |