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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 | $1,267 | $29,670-95.7% | $56,054-97.7% | $80,911-98.4% |
| Participation rate | 95.1% | 41.7%+53.5pp | 52.5%+42.6pp | 67.6%+27.5pp |
| Annual return | 5.96% | 35.24%-29.3pp | 1705.95%-1700.0pp | 35.63%-29.7pp |
| Employer contribution / active EE | $579 | $670-13.6% | $1,039-44.3% | $2,756-79.0% |
| Participant deferral / active EE | $1,074 | $1,227-12.5% | $1,952-45.0% | $4,297-75.0% |
| Admin fee / account holder | $504 | $2,431-79.3% | $2,822-82.1% | $6,935-92.7% |