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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 | $8,693 | $65,083-86.6% | $143,788-94.0% | $66,930-87.0% |
| Participation rate | 96.2% | 65.2%+31.0pp | 80.3%+15.8pp | 69.8%+26.3pp |
| Annual return | -18.77% | -11.13%-7.6pp | -0.03%-18.7pp | 1.57%-20.3pp |
| Employer contribution / active EE | $622 | $2,361-73.6% | $4,952-87.4% | $2,545-75.5% |
| Participant deferral / active EE | $2,300 | $2,920-21.2% | $5,638-59.2% | $4,238-45.7% |
| Admin fee / account holder | $839 | $502+67.0% | $14,675-94.3% | $593+41.4% |