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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 | $59,330 | $138,393-57.1% | $184,256-67.8% | $80,959-26.7% |
| Participation rate | 81.6% | 83.9%-2.3pp | 86.8%-5.2pp | 67.7%+13.9pp |
| Annual return | 10.80% | 20.01%-9.2pp | 28.85%-18.0pp | 35.67%-24.9pp |
| Employer contribution / active EE | $2,229 | $4,847-54.0% | $6,427-65.3% | $2,757-19.2% |
| Participant deferral / active EE | $3,994 | $7,076-43.6% | $9,133-56.3% | $4,300-7.1% |
| Admin fee / account holder | $3,991 | $10,489-61.9% | $13,899-71.3% | $6,925-42.4% |