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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 | $4,628 | $81,504-94.3% | $102,437-95.5% | $80,959-94.3% |
| Participation rate | 93.2% | 66.9%+26.3pp | 74.5%+18.6pp | 67.7%+25.5pp |
| Annual return | 22.29% | 25.60%-3.3pp | 24.95%-2.7pp | 35.67%-13.4pp |
| Employer contribution / active EE | $1,492 | $3,104-51.9% | $3,871-61.5% | $2,757-45.9% |
| Participant deferral / active EE | $1,916 | $3,871-50.5% | $5,060-62.1% | $4,300-55.5% |
| Admin fee / account holder | $576 | $6,719-91.4% | $8,388-93.1% | $6,925-91.7% |