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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 | $7,761 | $45,343-82.9% | $150,298-94.8% | $67,986-88.6% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 8.33% | 33.28%-24.9pp | 62.79%-54.5pp | 31.67%-23.3pp |
| Employer contribution / active EE | $269 | $1,462-81.6% | $4,154-93.5% | $2,019-86.7% |
| Participant deferral / active EE | $721 | $2,055-64.9% | $5,453-86.8% | $3,358-78.5% |
| Admin fee / account holder | $1,334 | $2,250-40.7% | $14,116-90.6% | $3,203-58.4% |