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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 | $10,601 | $29,736-64.4% | $56,033-81.1% | $80,935-86.9% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 8.74% | 35.28%-26.5pp | 1711.38%-1702.6pp | 35.66%-26.9pp |
| Employer contribution / active EE | $1,072 | $671+59.7% | $1,041+3.0% | $2,757-61.1% |
| Participant deferral / active EE | $2,130 | $1,228+73.4% | $1,954+9.0% | $4,299-50.5% |
| Admin fee / account holder | $997 | $2,434-59.0% | $2,827-64.7% | $6,924-85.6% |