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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 | $8,697 | $55,453-84.3% | $170,435-94.9% | $62,293-86.0% |
| Participation rate | 84.7% | 66.4%+18.3pp | 83.6%+1.1pp | 69.5%+15.2pp |
| Annual return | 12.21% | 21.38%-9.2pp | 205.94%-193.7pp | 28.90%-16.7pp |
| Employer contribution / active EE | $429 | $2,164-80.2% | $5,432-92.1% | $2,042-79.0% |
| Participant deferral / active EE | $1,014 | $2,303-55.9% | $4,939-79.5% | $3,169-68.0% |
| Admin fee / account holder | $327 | $455-28.2% | $13,881-97.6% | $479-31.8% |