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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 | $104,098-76.0% | $140,514-82.3% | $94,015-73.5% |
| Participation rate | 96.8% | 73.7%+23.1pp | 77.8%+19.0pp | 70.8%+26.0pp |
| Annual return | 5.77% | 15.14%-9.4pp | 14.36%-8.6pp | 17.84%-12.1pp |
| Employer contribution / active EE | $1,177 | $2,388-50.7% | $3,378-65.2% | $2,790-57.8% |
| Participant deferral / active EE | $3,886 | $4,033-3.6% | $4,919-21.0% | $4,249-8.6% |
| Admin fee / account holder | $4,819 | $10,439-53.8% | $13,697-64.8% | $8,951-46.2% |