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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 | $9,417 | $57,330-83.6% | $86,656-89.1% | $75,177-87.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 11.05% | 2675.40%-2664.4pp | 593.09%-582.0pp | 160.75%-149.7pp |
| Employer contribution / active EE | $2,750 | $2,316+18.7% | $3,025-9.1% | $2,671+3.0% |
| Participant deferral / active EE | $4,057 | $3,320+22.2% | $4,439-8.6% | $4,126-1.7% |
| Admin fee / account holder | $1,690 | $4,115-58.9% | $5,619-69.9% | $5,651-70.1% |