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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 | $18,870 | $62,586-69.9% | $76,766-75.4% | $64,181-70.6% |
| Participation rate | 88.6% | 72.8%+15.8pp | 77.0%+11.7pp | 69.6%+19.1pp |
| Annual return | -7.79% | -1.95%-5.8pp | 2.43%-10.2pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,746 | $1,832-4.7% | $2,485-29.7% | $2,381-26.6% |
| Participant deferral / active EE | $5,721 | $3,145+81.9% | $3,851+48.5% | $3,470+64.9% |
| Admin fee / account holder | $1,652 | $4,667-64.6% | $6,675-75.2% | $4,887-66.2% |