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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 | $8,468 | $104,497-91.9% | $159,487-94.7% | $79,389-89.3% |
| Participation rate | 88.7% | 76.6%+12.1pp | 82.8%+5.9pp | 70.7%+18.0pp |
| Annual return | 12.68% | 67.98%-55.3pp | 263.71%-251.0pp | 116.89%-104.2pp |
| Employer contribution / active EE | $2,202 | $3,418-35.6% | $4,831-54.4% | $2,428-9.3% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1,961 | $711+175.6% | $10,804-81.9% | $626+213.0% |