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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 | $54,679-85.1% | $76,119-89.3% | $74,459-89.1% |
| Participation rate | 87.9% | 60.3%+27.6pp | 69.1%+18.8pp | 67.2%+20.7pp |
| Annual return | 10.44% | 31.90%-21.5pp | 361.25%-350.8pp | 1369.70%-1359.3pp |
| Employer contribution / active EE | $825 | $1,781-53.7% | $2,693-69.4% | $2,626-68.6% |
| Participant deferral / active EE | $2,661 | $3,072-13.4% | $4,259-37.5% | $4,350-38.8% |
| Admin fee / account holder | $1,907 | $2,238-14.8% | $6,421-70.3% | $1,945-2.0% |