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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 | $20,429 | $105,200-80.6% | $159,474-87.2% | $85,847-76.2% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.8%+13.6pp | 69.3%+27.1pp |
| Annual return | 11.51% | 45.08%-33.6pp | 263.68%-252.2pp | 318.61%-307.1pp |
| Employer contribution / active EE | $5,436 | $3,319+63.8% | $4,831+12.5% | $2,565+111.9% |
| Participant deferral / active EE | $3,480 | $5,946-41.5% | $7,353-52.7% | $3,952-11.9% |
| Admin fee / account holder | $2,062 | $6,934-70.3% | $10,802-80.9% | $6,261-67.1% |