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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 | $31,630 | $101,499-68.8% | $147,005-78.5% | $74,546-57.6% |
| Participation rate | 91.5% | 75.5%+15.9pp | 82.2%+9.3pp | 67.2%+24.3pp |
| Annual return | 32.01% | 8732.34%-8700.3pp | 418.76%-386.8pp | 1366.03%-1334.0pp |
| Employer contribution / active EE | $1,967 | $3,811-48.4% | $4,934-60.1% | $2,624-25.1% |
| Participant deferral / active EE | $4,654 | $7,304-36.3% | $8,070-42.3% | $4,347+7.1% |
| Admin fee / account holder | $764 | $1,748-56.3% | $13,006-94.1% | $1,944-60.7% |