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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 | $4,481 | $28,109-84.1% | $71,089-93.7% | $56,289-92.0% |
| Participation rate | 100.0% | 40.4%+59.6pp | 54.6%+45.4pp | 69.9%+30.1pp |
| Annual return | -15.82% | -615.05%+599.2pp | 650.65%-666.5pp | -9.96%-5.9pp |
| Employer contribution / active EE | $2,302 | $558+312.8% | $1,088+111.6% | $2,111+9.0% |
| Participant deferral / active EE | $1,060 | $1,116-5.0% | $1,873-43.4% | $3,350-68.3% |
| Admin fee / account holder | $819 | $585+40.1% | $3,082-73.4% | $521+57.3% |