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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 | $22,375 | $82,133-72.8% | $147,318-84.8% | $64,097-65.1% |
| Participation rate | 74.2% | 62.3%+11.9pp | 82.1%-7.9pp | 55.2%+19.0pp |
| Annual return | 13.09% | 78.78%-65.7pp | 70.43%-57.3pp | 34.64%-21.6pp |
| Employer contribution / active EE | $1,475 | $2,872-48.6% | $4,593-67.9% | $1,891-22.0% |
| Participant deferral / active EE | $3,262 | $5,407-39.7% | $7,906-58.7% | $3,080+5.9% |
| Admin fee / account holder | $1,521 | $3,730-59.2% | $13,708-88.9% | $3,454-56.0% |