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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,692 | $138,366-82.9% | $184,185-87.1% | $80,911-70.7% |
| Participation rate | 76.2% | 83.9%-7.7pp | 86.8%-10.6pp | 67.6%+8.5pp |
| Annual return | 8.86% | 20.02%-11.2pp | 28.81%-20.0pp | 35.63%-26.8pp |
| Employer contribution / active EE | $1,991 | $4,849-58.9% | $6,426-69.0% | $2,756-27.7% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $951 | $10,484-90.9% | $13,909-93.2% | $6,935-86.3% |