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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 | $44,938 | $81,504-44.9% | $102,437-56.1% | $80,959-44.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 8.33% | 25.60%-17.3pp | 24.95%-16.6pp | 35.67%-27.3pp |
| Employer contribution / active EE | $1,818 | $3,104-41.4% | $3,871-53.0% | $2,757-34.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $571 | $6,719-91.5% | $8,388-93.2% | $6,925-91.8% |