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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 | $11,233 | $101,795-89.0% | $165,100-93.2% | $80,959-86.1% |
| Participation rate | 95.7% | 71.8%+23.9pp | 78.6%+17.1pp | 67.7%+28.1pp |
| Annual return | 7.53% | 16.73%-9.2pp | 70.21%-62.7pp | 35.67%-28.1pp |
| Employer contribution / active EE | $4,787 | $2,954+62.1% | $4,348+10.1% | $2,757+73.6% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $307 | $8,221-96.3% | $12,696-97.6% | $6,925-95.6% |