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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 | $19,361 | $92,897-79.2% | $90,782-78.7% | $56,289-65.6% |
| Participation rate | 92.5% | 80.7%+11.8pp | 82.7%+9.9pp | 69.9%+22.7pp |
| Annual return | -7.67% | -2.59%-5.1pp | -3.42%-4.2pp | -9.96%+2.3pp |
| Employer contribution / active EE | $0 | $3,871-100.0% | $4,105-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,488 | $5,551-37.2% | $5,366-35.0% | $3,350+4.1% |
| Admin fee / account holder | $1,679 | $440+281.1% | $5,908-71.6% | $521+222.2% |