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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 | $28,518 | $52,450-45.6% | $129,397-78.0% | $74,429-61.7% |
| Participation rate | 70.1% | 53.8%+16.2pp | 69.6%+0.5pp | 67.2%+2.9pp |
| Annual return | 10.83% | 15.65%-4.8pp | 9453.98%-9443.2pp | 1368.38%-1357.6pp |
| Employer contribution / active EE | $6,216 | $1,532+305.7% | $4,154+49.6% | $2,625+136.8% |
| Participant deferral / active EE | $2,800 | $2,797+0.1% | $4,167-32.8% | $4,348-35.6% |
| Admin fee / account holder | $4,549 | $2,636+72.6% | $7,679-40.8% | $1,944+134.0% |