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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 | $19,019 | $84,936-77.6% | $111,308-82.9% | $79,391-76.0% |
| Participation rate | 99.0% | 75.9%+23.2pp | 77.3%+21.7pp | 70.7%+28.3pp |
| Annual return | 7.98% | 17.45%-9.5pp | 54.67%-46.7pp | 116.88%-108.9pp |
| Employer contribution / active EE | $810 | $1,979-59.1% | $2,732-70.3% | $2,428-66.6% |
| Participant deferral / active EE | $2,153 | $3,888-44.6% | $4,487-52.0% | $4,046-46.8% |
| Admin fee / account holder | $1,071 | $537+99.4% | $7,965-86.6% | $627+71.0% |