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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 | $11,401 | $59,819-80.9% | $79,583-85.7% | $68,490-83.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -19.90% | -12.30%-7.6pp | 0.16%-20.1pp | -7.85%-12.0pp |
| Employer contribution / active EE | $3,005 | $1,505+99.6% | $2,414+24.5% | $2,597+15.7% |
| Participant deferral / active EE | $2,434 | $3,025-19.5% | $3,986-38.9% | $4,028-39.6% |
| Admin fee / account holder | $716 | $4,835-85.2% | $6,835-89.5% | $5,403-86.7% |