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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 | $83,823 | $82,674+1.4% | $125,358-33.1% | $68,498+22.4% |
| Participation rate | 95.5% | 75.0%+20.5pp | 82.4%+13.2pp | 67.9%+27.6pp |
| Annual return | -19.47% | -5.97%-13.5pp | 572.03%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $5,617 | $3,381+66.1% | $4,814+16.7% | $2,596+116.3% |
| Participant deferral / active EE | $14,096 | $6,111+130.7% | $7,447+89.3% | $4,027+250.0% |
| Admin fee / account holder | $7,110 | $6,276+13.3% | $10,007-28.9% | $5,403+31.6% |