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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 | $13,754 | $87,834-84.3% | $133,975-89.7% | $62,881-78.1% |
| Participation rate | 81.1% | 83.4%-2.3pp | 87.1%-6.0pp | 69.3%+11.7pp |
| Annual return | 4.63% | 12.05%-7.4pp | 29.29%-24.7pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,168 | $3,482-66.5% | $5,211-77.6% | $2,281-48.8% |
| Participant deferral / active EE | $4,561 | $4,812-5.2% | $6,282-27.4% | $3,203+42.4% |
| Admin fee / account holder | $1,481 | $5,372-72.4% | $9,324-84.1% | $4,296-65.5% |