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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 | $2,293 | $87,059-97.4% | $105,608-97.8% | $80,925-97.2% |
| Participation rate | 97.9% | 70.4%+27.4pp | 75.3%+22.6pp | 67.7%+30.2pp |
| Annual return | -1366.40% | 17.05%-1383.4pp | 116.50%-1482.9pp | 35.65%-1402.0pp |
| Employer contribution / active EE | $13,793 | $2,396+475.6% | $3,167+335.5% | $2,756+400.4% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,750 | $8,443-20.1% | $11,028-38.8% | $6,940-2.7% |