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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 | $8,062 | $75,058-89.3% | $152,301-94.7% | $64,340-87.5% |
| Participation rate | 82.5% | 60.9%+21.6pp | 82.4%0pp | 55.2%+27.2pp |
| Annual return | 11.95% | 29.93%-18.0pp | 80.50%-68.5pp | 24.14%-12.2pp |
| Employer contribution / active EE | $539 | $2,605-79.3% | $4,624-88.4% | $1,862-71.1% |
| Participant deferral / active EE | $1,418 | $5,041-71.9% | $8,004-82.3% | $2,980-52.4% |
| Admin fee / account holder | $665 | $4,050-83.6% | $14,398-95.4% | $3,703-82.0% |