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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 | $102,429-84.9% | $147,096-89.5% | $80,925-80.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 5.10% | 135.02%-129.9pp | 419.75%-414.7pp | 35.65%-30.6pp |
| Employer contribution / active EE | $1,390 | $3,716-62.6% | $4,936-71.8% | $2,756-49.6% |
| Participant deferral / active EE | $2,905 | $6,649-56.3% | $8,071-64.0% | $4,299-32.4% |
| Admin fee / account holder | $2,316 | $7,957-70.9% | $13,005-82.2% | $6,940-66.6% |