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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.
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 | $9,771 | $50,637-80.7% | $86,582-88.7% | $62,293-84.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 10.68% | 20.80%-10.1pp | 965.08%-954.4pp | 28.90%-18.2pp |
| Employer contribution / active EE | $516 | $2,075-75.1% | $2,839-81.8% | $2,042-74.7% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1,568 | $413+279.4% | $4,904-68.0% | $479+227.2% |