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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 | $12,189 | $64,719-81.2% | $112,249-89.1% | $68,486-82.2% |
| Participation rate | 96.7% | 67.2%+29.6pp | 75.1%+21.7pp | 67.9%+28.8pp |
| Annual return | -21.78% | -11.40%-10.4pp | 27.48%-49.3pp | -7.85%-13.9pp |
| Employer contribution / active EE | $1,843 | $2,747-32.9% | $3,636-49.3% | $2,597-29.0% |
| Participant deferral / active EE | $2,206 | $3,565-38.1% | $4,729-53.4% | $4,028-45.2% |
| Admin fee / account holder | $2,676 | $5,232-48.9% | $6,412-58.3% | $5,404-50.5% |