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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 | $24,956 | $72,620-65.6% | $90,760-72.5% | $66,938-62.7% |
| Participation rate | 87.9% | 73.7%+14.2pp | 75.7%+12.2pp | 69.8%+18.0pp |
| Annual return | -19.22% | -12.28%-6.9pp | -12.16%-7.1pp | 1.58%-20.8pp |
| Employer contribution / active EE | $1,556 | $2,369-34.3% | $2,922-46.7% | $2,545-38.8% |
| Participant deferral / active EE | $4,748 | $3,979+19.3% | $4,565+4.0% | $4,238+12.0% |
| Admin fee / account holder | $1,181 | $707+67.0% | $8,444-86.0% | $594+99.0% |