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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 | $3,752 | $63,471-94.1% | $68,803-94.5% | $66,949-94.4% |
| Participation rate | 78.6% | 60.0%+18.6pp | 69.0%+9.6pp | 69.8%+8.8pp |
| Annual return | -26.76% | -8.29%-18.5pp | -6.37%-20.4pp | 1.57%-28.3pp |
| Employer contribution / active EE | $676 | $1,776-61.9% | $2,656-74.5% | $2,545-73.4% |
| Participant deferral / active EE | $1,819 | $2,946-38.3% | $3,942-53.9% | $4,239-57.1% |
| Admin fee / account holder | $404 | $578-30.2% | $4,936-91.8% | $594-32.0% |