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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 | $4,795 | $73,839-93.5% | $143,788-96.7% | $68,495-93.0% |
| Participation rate | 92.1% | 66.7%+25.4pp | 80.3%+11.8pp | 67.9%+24.2pp |
| Annual return | -30.18% | 1.01%-31.2pp | -0.03%-30.1pp | -7.84%-22.3pp |
| Employer contribution / active EE | $2,733 | $3,184-14.2% | $4,952-44.8% | $2,596+5.3% |
| Participant deferral / active EE | $4,093 | $3,384+20.9% | $5,638-27.4% | $4,028+1.6% |
| Admin fee / account holder | $494 | $5,755-91.4% | $14,675-96.6% | $5,403-90.9% |