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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 | $14,081 | $82,678-83.0% | $125,391-88.8% | $68,490-79.4% |
| Participation rate | 92.0% | 75.1%+17.0pp | 82.4%+9.7pp | 67.9%+24.1pp |
| Annual return | -20.03% | -5.97%-14.1pp | 572.41%-592.4pp | -7.85%-12.2pp |
| Employer contribution / active EE | $1,431 | $3,382-57.7% | $4,816-70.3% | $2,597-44.9% |
| Participant deferral / active EE | $2,997 | $6,111-51.0% | $7,448-59.8% | $4,028-25.6% |
| Admin fee / account holder | $680 | $6,277-89.2% | $10,009-93.2% | $5,403-87.4% |