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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 | $17,408 | $64,138-72.9% | $112,258-84.5% | $66,930-74.0% |
| Participation rate | 77.3% | 68.5%+8.9pp | 75.1%+2.3pp | 69.8%+7.5pp |
| Annual return | -19.03% | -13.81%-5.2pp | 27.47%-46.5pp | 1.57%-20.6pp |
| Employer contribution / active EE | $1,647 | $3,006-45.2% | $3,636-54.7% | $2,545-35.3% |
| Participant deferral / active EE | $2,526 | $3,694-31.6% | $4,728-46.6% | $4,238-40.4% |
| Admin fee / account holder | $1,092 | $625+74.5% | $6,411-83.0% | $593+83.9% |