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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 | $11,947 | $82,674-85.5% | $125,381-90.5% | $68,486-82.6% |
| Participation rate | 87.0% | 75.1%+11.9pp | 82.4%+4.6pp | 67.9%+19.1pp |
| Annual return | -22.15% | -5.97%-16.2pp | 572.31%-594.5pp | -7.85%-14.3pp |
| Employer contribution / active EE | $5,633 | $3,382+66.6% | $4,815+17.0% | $2,597+116.9% |
| Participant deferral / active EE | $10,016 | $6,111+63.9% | $7,448+34.5% | $4,028+148.7% |
| Admin fee / account holder | $1,641 | $6,277-73.9% | $10,007-83.6% | $5,404-69.6% |