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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 | $8,150 | $54,558-85.1% | $76,051-89.3% | $74,400-89.0% |
| Participation rate | 87.9% | 60.3%+27.6pp | 69.1%+18.8pp | 67.2%+20.7pp |
| Annual return | 10.44% | 31.83%-21.4pp | 360.42%-350.0pp | 1367.51%-1357.1pp |
| Employer contribution / active EE | $825 | $1,778-53.6% | $2,690-69.3% | $2,624-68.6% |
| Participant deferral / active EE | $2,661 | $3,065-13.2% | $4,257-37.5% | $4,348-38.8% |
| Admin fee / account holder | $1,907 | $2,232-14.6% | $6,416-70.3% | $1,944-1.9% |