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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 | $9,580 | $106,524-91.0% | $152,301-93.7% | $87,485-89.0% |
| Participation rate | 89.6% | 75.8%+13.9pp | 82.4%+7.2pp | 68.9%+20.7pp |
| Annual return | 11.66% | 26.89%-15.2pp | 80.50%-68.8pp | 26.06%-14.4pp |
| Employer contribution / active EE | $1,228 | $3,371-63.6% | $4,624-73.4% | $2,596-52.7% |
| Participant deferral / active EE | $2,489 | $6,525-61.8% | $8,004-68.9% | $4,274-41.8% |
| Admin fee / account holder | $3,800 | $8,287-54.1% | $14,398-73.6% | $7,775-51.1% |