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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 | $17,930 | $67,602-73.5% | $82,312-78.2% | $70,126-74.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 10.58% | 21.57%-11.0pp | 25.88%-15.3pp | 73.15%-62.6pp |
| Employer contribution / active EE | $1,922 | $1,755+9.5% | $2,428-20.8% | $2,343-17.9% |
| Participant deferral / active EE | $1,851 | $2,987-38.0% | $3,706-50.1% | $3,332-44.5% |
| Admin fee / account holder | $639 | $4,512-85.8% | $5,608-88.6% | $4,645-86.3% |