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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 | $8,721 | $81,358-89.3% | $155,556-94.4% | $80,959-89.2% |
| Participation rate | 91.8% | 66.3%+25.5pp | 78.2%+13.5pp | 67.7%+24.1pp |
| Annual return | 9.95% | 33.39%-23.4pp | 64.84%-54.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $664 | $3,106-78.6% | $4,675-85.8% | $2,757-75.9% |
| Participant deferral / active EE | $1,648 | $3,455-52.3% | $5,631-70.7% | $4,300-61.7% |
| Admin fee / account holder | $1,076 | $7,994-86.5% | $15,885-93.2% | $6,925-84.5% |