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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 | $15,920 | $58,320-72.7% | $86,451-81.6% | $66,949-76.2% |
| Participation rate | 78.4% | 78.6%-0.2pp | 80.3%-1.9pp | 69.8%+8.6pp |
| Annual return | -19.87% | -9.71%-10.2pp | 4398.51%-4418.4pp | 1.57%-21.4pp |
| Employer contribution / active EE | $2,437 | $2,615-6.8% | $3,770-35.3% | $2,545-4.2% |
| Participant deferral / active EE | $5,673 | $6,899-17.8% | $6,953-18.4% | $4,239+33.8% |
| Admin fee / account holder | $671 | $546+22.8% | $6,734-90.0% | $594+13.0% |