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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 | $27,380 | $79,523-65.6% | $140,019-80.4% | $56,289-51.4% |
| Participation rate | 85.1% | 85.7%-0.6pp | 87.5%-2.4pp | 69.9%+15.3pp |
| Annual return | -6.43% | 2.39%-8.8pp | 651.17%-657.6pp | -9.96%+3.5pp |
| Employer contribution / active EE | $2,622 | $3,350-21.7% | $5,605-53.2% | $2,111+24.2% |
| Participant deferral / active EE | $4,753 | $5,129-7.3% | $6,927-31.4% | $3,350+41.9% |
| Admin fee / account holder | $1,293 | $614+110.4% | $10,705-87.9% | $521+148.1% |