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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 | $76,642-89.5% | $146,866-94.5% | $65,306-87.7% |
| Participation rate | 82.5% | 61.2%+21.2pp | 82.5%-0.1pp | 57.7%+24.8pp |
| Annual return | 11.95% | 33.40%-21.4pp | 102.85%-90.9pp | 21.94%-10.0pp |
| Employer contribution / active EE | $539 | $2,621-79.4% | $4,425-87.8% | $1,967-72.6% |
| Participant deferral / active EE | $1,418 | $4,864-70.8% | $7,759-81.7% | $2,959-52.1% |
| Admin fee / account holder | $665 | $3,960-83.2% | $13,620-95.1% | $3,480-80.9% |