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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 | $10,400 | $57,350-81.9% | $83,850-87.6% | $64,181-83.8% |
| Participation rate | 91.7% | 68.6%+23.1pp | 76.1%+15.5pp | 69.6%+22.1pp |
| Annual return | -10.33% | 11.38%-21.7pp | 850.92%-861.3pp | 7.63%-18.0pp |
| Employer contribution / active EE | $2,342 | $2,545-8.0% | $3,631-35.5% | $2,381-1.6% |
| Participant deferral / active EE | $3,548 | $2,993+18.5% | $4,082-13.1% | $3,470+2.2% |
| Admin fee / account holder | $1,083 | $4,046-73.2% | $5,478-80.2% | $4,887-77.8% |