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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 | $24,937 | $95,453-73.9% | $112,040-77.7% | $82,448-69.8% |
| Participation rate | 96.8% | 72.8%+24.0pp | 76.5%+20.3pp | 68.1%+28.7pp |
| Annual return | 5.77% | 23.92%-18.1pp | 24.52%-18.7pp | 41.64%-35.9pp |
| Employer contribution / active EE | $1,177 | $2,318-49.2% | $2,954-60.2% | $2,551-53.9% |
| Participant deferral / active EE | $3,886 | $4,224-8.0% | $5,098-23.8% | $4,139-6.1% |
| Admin fee / account holder | $4,819 | $9,013-46.5% | $12,098-60.2% | $7,234-33.4% |