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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 | $8,879 | $51,638-82.8% | $129,406-93.1% | $80,959-89.0% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 5.26% | 20.78%-15.5pp | 9468.18%-9462.9pp | 35.67%-30.4pp |
| Employer contribution / active EE | $2,913 | $1,584+84.0% | $4,155-29.9% | $2,757+5.6% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $11,513 | $4,313+166.9% | $7,689+49.7% | $6,925+66.2% |