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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 | $124,670 | $34,932+256.9% | $56,441+120.9% | $74,546+67.2% |
| Participation rate | 93.1% | 32.9%+60.2pp | 52.5%+40.6pp | 67.2%+25.9pp |
| Annual return | -8.12% | 24.90%-33.0pp | 1704.21%-1712.3pp | 1366.03%-1374.2pp |
| Employer contribution / active EE | $624 | $608+2.5% | $1,039-40.0% | $2,624-76.2% |
| Participant deferral / active EE | $0 | $1,173-100.0% | $1,953-100.0% | $4,347-100.0% |
| Admin fee / account holder | $507 | $2,359-78.5% | $2,829-82.1% | $1,944-73.9% |