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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 | $1,979 | $91,621-97.8% | $67,511-97.1% | $77,671-97.5% |
| Participation rate | 73.9% | 76.0%-2.1pp | 72.9%+1.0pp | 70.6%+3.3pp |
| Annual return | 0.00% | 14.87%-14.9pp | 3517.41%-3517.4pp | 31.21%-31.2pp |
| Employer contribution / active EE | $3,492 | $3,184+9.7% | $2,733+27.8% | $2,726+28.1% |
| Participant deferral / active EE | $0 | $3,906-100.0% | $4,000-100.0% | $4,648-100.0% |
| Admin fee / account holder | $1,045 | $176+493.0% | $3,999-73.9% | $430+142.9% |