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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 | $7,379 | $55,446-86.7% | $155,574-95.3% | $74,429-90.1% |
| Participation rate | 78.2% | 61.9%+16.3pp | 78.2%0pp | 67.2%+11.0pp |
| Annual return | 10.58% | 269.20%-258.6pp | 64.87%-54.3pp | 1368.38%-1357.8pp |
| Employer contribution / active EE | $1,230 | $2,266-45.7% | $4,676-73.7% | $2,625-53.1% |
| Participant deferral / active EE | $1,310 | $2,836-53.8% | $5,629-76.7% | $4,348-69.9% |
| Admin fee / account holder | $899 | $1,743-48.4% | $15,914-94.3% | $1,944-53.7% |