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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 | $24,770 | $67,602-63.4% | $82,312-69.9% | $70,126-64.7% |
| Participation rate | 94.4% | 72.8%+21.7pp | 76.9%+17.6pp | 69.5%+24.9pp |
| Annual return | 10.51% | 21.57%-11.1pp | 25.88%-15.4pp | 73.15%-62.6pp |
| Employer contribution / active EE | $1,796 | $1,755+2.3% | $2,428-26.0% | $2,343-23.3% |
| Participant deferral / active EE | $3,490 | $2,987+16.8% | $3,706-5.8% | $3,332+4.8% |
| Admin fee / account holder | $9,921 | $4,512+119.9% | $5,608+76.9% | $4,645+113.6% |