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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 | $18,692 | $102,422-81.7% | $147,117-87.3% | $80,959-76.9% |
| Participation rate | 89.2% | 75.9%+13.3pp | 82.2%+7.0pp | 67.7%+21.5pp |
| Annual return | 18.66% | 135.16%-116.5pp | 420.54%-401.9pp | 35.67%-17.0pp |
| Employer contribution / active EE | $2,813 | $3,717-24.3% | $4,932-43.0% | $2,757+2.0% |
| Participant deferral / active EE | $6,957 | $6,652+4.6% | $8,065-13.7% | $4,300+61.8% |
| Admin fee / account holder | $1,916 | $7,953-75.9% | $12,993-85.3% | $6,925-72.3% |