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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 | $34,621 | $102,382-66.2% | $147,005-76.4% | $80,874-57.2% |
| Participation rate | 82.7% | 75.8%+6.9pp | 82.2%+0.6pp | 67.6%+15.1pp |
| Annual return | 8.72% | 134.89%-126.2pp | 418.76%-410.0pp | 35.62%-26.9pp |
| Employer contribution / active EE | $4,068 | $3,715+9.5% | $4,934-17.6% | $2,756+47.6% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $8,312 | $7,942+4.6% | $13,006-36.1% | $6,935+19.8% |