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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 | $43,496-82.2% | $161,489-95.2% | $64,340-87.9% |
| Participation rate | 100.0% | 53.5%+46.5pp | 78.7%+21.3pp | 55.2%+44.8pp |
| Annual return | 8.33% | 20.76%-12.4pp | 89.72%-81.4pp | 24.14%-15.8pp |
| Employer contribution / active EE | $269 | $1,431-81.2% | $4,268-93.7% | $1,862-85.5% |
| Participant deferral / active EE | $721 | $1,996-63.9% | $5,630-87.2% | $2,980-75.8% |
| Admin fee / account holder | $1,334 | $2,330-42.8% | $16,006-91.7% | $3,703-64.0% |