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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 | $17,291 | $84,493-79.5% | $125,381-86.2% | $66,938-74.2% |
| Participation rate | 95.3% | 76.4%+18.9pp | 82.4%+12.9pp | 69.8%+25.5pp |
| Annual return | -19.42% | -8.49%-10.9pp | 572.31%-591.7pp | 1.58%-21.0pp |
| Employer contribution / active EE | $1,202 | $3,554-66.2% | $4,815-75.0% | $2,545-52.8% |
| Participant deferral / active EE | $5,317 | $6,783-21.6% | $7,448-28.6% | $4,238+25.5% |
| Admin fee / account holder | $519 | $685-24.3% | $10,007-94.8% | $594-12.6% |