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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 | $6,171 | $77,901-92.1% | $149,717-95.9% | $75,181-91.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 8.59% | 31.73%-23.1pp | 134.41%-125.8pp | 160.69%-152.1pp |
| Employer contribution / active EE | $435 | $3,137-86.1% | $4,820-91.0% | $2,671-83.7% |
| Participant deferral / active EE | $1,078 | $3,411-68.4% | $5,682-81.0% | $4,126-73.9% |
| Admin fee / account holder | $667 | $5,949-88.8% | $13,213-95.0% | $5,650-88.2% |