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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 | $21,059 | $80,781-73.9% | $102,437-79.4% | $74,478-71.7% |
| Participation rate | 70.9% | 65.7%+5.2pp | 74.5%-3.6pp | 67.2%+3.7pp |
| Annual return | 16.21% | 27.58%-11.4pp | 24.95%-8.7pp | 1370.56%-1354.4pp |
| Employer contribution / active EE | $952 | $3,160-69.9% | $3,871-75.4% | $2,626-63.7% |
| Participant deferral / active EE | $1,965 | $3,862-49.1% | $5,060-61.2% | $4,350-54.8% |
| Admin fee / account holder | $1,771 | $2,372-25.4% | $8,388-78.9% | $1,946-9.0% |