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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,125 | $93,617-18.7% | $135,982-44.0% | $75,177+1.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -14.97% | 30.89%-45.9pp | 68.32%-83.3pp | 160.75%-175.7pp |
| Employer contribution / active EE | $7,163 | $3,538+102.4% | $4,859+47.4% | $2,671+168.2% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,968 | $6,980-28.8% | $10,767-53.9% | $5,651-12.1% |