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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 | $15,488 | $102,382-84.9% | $147,005-89.5% | $80,874-80.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 5.10% | 134.89%-129.8pp | 418.76%-413.7pp | 35.62%-30.5pp |
| Employer contribution / active EE | $1,390 | $3,715-62.6% | $4,934-71.8% | $2,756-49.6% |
| Participant deferral / active EE | $2,905 | $6,646-56.3% | $8,070-64.0% | $4,297-32.4% |
| Admin fee / account holder | $2,316 | $7,942-70.8% | $13,006-82.2% | $6,935-66.6% |