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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 | $8,919 | $77,920-88.6% | $149,723-94.0% | $75,177-88.1% |
| Participation rate | 92.6% | 65.6%+27.1pp | 78.8%+13.9pp | 67.2%+25.4pp |
| Annual return | 11.90% | 31.72%-19.8pp | 134.50%-122.6pp | 160.75%-148.8pp |
| Employer contribution / active EE | $1,203 | $3,138-61.7% | $4,821-75.1% | $2,671-55.0% |
| Participant deferral / active EE | $2,693 | $3,411-21.1% | $5,682-52.6% | $4,126-34.7% |
| Admin fee / account holder | $2,698 | $5,951-54.7% | $13,215-79.6% | $5,651-52.3% |