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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 | $6,445 | $43,496-85.2% | $161,489-96.0% | $64,340-90.0% |
| Participation rate | 96.5% | 53.5%+42.9pp | 78.7%+17.8pp | 55.2%+41.2pp |
| Annual return | 9.61% | 20.76%-11.1pp | 89.72%-80.1pp | 24.14%-14.5pp |
| Employer contribution / active EE | $852 | $1,431-40.4% | $4,268-80.0% | $1,862-54.2% |
| Participant deferral / active EE | $2,088 | $1,996+4.6% | $5,630-62.9% | $2,980-29.9% |
| Admin fee / account holder | $1,012 | $2,330-56.6% | $16,006-93.7% | $3,703-72.7% |