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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 | $9,957 | $82,674-88.0% | $125,381-92.1% | $68,486-85.5% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -22.07% | -5.97%-16.1pp | 572.31%-594.4pp | -7.85%-14.2pp |
| Employer contribution / active EE | $2,028 | $3,382-40.0% | $4,815-57.9% | $2,597-21.9% |
| Participant deferral / active EE | $3,670 | $6,111-39.9% | $7,448-50.7% | $4,028-8.9% |
| Admin fee / account holder | $313 | $6,277-95.0% | $10,007-96.9% | $5,404-94.2% |