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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 | $4,649 | $54,370-91.5% | $82,763-94.4% | $68,490-93.2% |
| Participation rate | 75.7% | 63.9%+11.8pp | 72.6%+3.2pp | 67.9%+7.8pp |
| Annual return | -20.37% | -13.67%-6.7pp | 702.45%-722.8pp | -7.85%-12.5pp |
| Employer contribution / active EE | $614 | $2,219-72.4% | $3,008-79.6% | $2,597-76.4% |
| Participant deferral / active EE | $1,847 | $3,247-43.1% | $4,395-58.0% | $4,028-54.2% |
| Admin fee / account holder | $625 | $4,398-85.8% | $5,325-88.3% | $5,403-88.4% |