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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 | $9,760 | $60,454-83.9% | $81,844-88.1% | $74,459-86.9% |
| Participation rate | 75.5% | 63.0%+12.5pp | 72.4%+3.1pp | 67.2%+8.2pp |
| Annual return | 3.35% | 16.87%-13.5pp | 778.87%-775.5pp | 1369.70%-1366.3pp |
| Employer contribution / active EE | $777 | $2,630-70.5% | $2,916-73.4% | $2,626-70.4% |
| Participant deferral / active EE | $1,718 | $3,398-49.5% | $4,323-60.3% | $4,350-60.5% |
| Admin fee / account holder | $2,714 | $1,490+82.1% | $7,355-63.1% | $1,945+39.5% |