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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 | $5,090 | $85,766-94.1% | $136,298-96.3% | $70,126-92.7% |
| Participation rate | 96.7% | 74.2%+22.5pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 11.91% | 31.46%-19.5pp | 5156.27%-5144.4pp | 73.15%-61.2pp |
| Employer contribution / active EE | $667 | $2,966-77.5% | $4,696-85.8% | $2,343-71.5% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $361 | $5,421-93.3% | $9,244-96.1% | $4,645-92.2% |