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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 | $97,550-74.4% | $120,344-79.3% | $87,485-71.5% |
| Participation rate | 96.8% | 72.8%+23.9pp | 76.7%+20.1pp | 68.9%+27.8pp |
| Annual return | 5.77% | 18.41%-12.6pp | 20.30%-14.5pp | 26.06%-20.3pp |
| Employer contribution / active EE | $1,177 | $2,291-48.6% | $3,020-61.0% | $2,596-54.7% |
| Participant deferral / active EE | $3,886 | $4,230-8.1% | $5,135-24.3% | $4,274-9.1% |
| Admin fee / account holder | $4,819 | $9,543-49.5% | $12,742-62.2% | $7,775-38.0% |