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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 | $17,130 | $65,367-73.8% | $92,915-81.6% | $72,976-76.5% |
| Participation rate | 98.9% | 68.3%+30.6pp | 76.0%+22.9pp | 69.5%+29.4pp |
| Annual return | 15.78% | 42.11%-26.3pp | 109.45%-93.7pp | 81.02%-65.2pp |
| Employer contribution / active EE | $1,094 | $2,594-57.8% | $3,653-70.0% | $2,440-55.2% |
| Participant deferral / active EE | $1,922 | $3,128-38.6% | $4,238-54.7% | $3,608-46.7% |
| Admin fee / account holder | $2,364 | $4,251-44.4% | $5,796-59.2% | $5,124-53.9% |