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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 | $106,749-91.0% | $145,433-93.4% | $82,448-88.4% |
| Participation rate | 89.6% | 75.6%+14.0pp | 82.1%+7.5pp | 68.1%+21.5pp |
| Annual return | 11.66% | 27.59%-15.9pp | 66.58%-54.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,228 | $3,444-64.3% | $4,554-73.0% | $2,551-51.9% |
| Participant deferral / active EE | $2,489 | $6,519-61.8% | $7,897-68.5% | $4,139-39.9% |
| Admin fee / account holder | $3,800 | $8,390-54.7% | $13,129-71.1% | $7,234-47.5% |