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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 | $9,101 | $59,107-84.6% | $86,439-89.5% | $68,495-86.7% |
| Participation rate | 92.6% | 75.2%+17.3pp | 80.3%+12.3pp | 67.9%+24.7pp |
| Annual return | -21.11% | -0.23%-20.9pp | 4395.55%-4416.7pp | -7.84%-13.3pp |
| Employer contribution / active EE | $894 | $2,519-64.5% | $3,769-76.3% | $2,596-65.6% |
| Participant deferral / active EE | $5,129 | $5,901-13.1% | $6,952-26.2% | $4,028+27.3% |
| Admin fee / account holder | $663 | $5,637-88.2% | $6,732-90.2% | $5,403-87.7% |