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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 | $12,424 | $80,731-84.6% | $103,378-88.0% | $74,400-83.3% |
| Participation rate | 91.8% | 65.7%+26.1pp | 74.5%+17.3pp | 67.2%+24.6pp |
| Annual return | 36.13% | 27.56%+8.6pp | 24.91%+11.2pp | 1367.51%-1331.4pp |
| Employer contribution / active EE | $1,282 | $3,159-59.4% | $3,870-66.9% | $2,624-51.2% |
| Participant deferral / active EE | $2,203 | $3,862-42.9% | $5,058-56.4% | $4,348-49.3% |
| Admin fee / account holder | $2,066 | $2,369-12.8% | $8,401-75.4% | $1,944+6.3% |