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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 | $88,360-74.7% | $145,433-84.6% | $67,986-67.1% |
| Participation rate | 74.2% | 65.5%+8.7pp | 82.1%-8.0pp | 57.2%+17.0pp |
| Annual return | 13.09% | 63.15%-50.1pp | 66.58%-53.5pp | 31.67%-18.6pp |
| Employer contribution / active EE | $1,475 | $3,054-51.7% | $4,554-67.6% | $2,019-26.9% |
| Participant deferral / active EE | $3,262 | $5,932-45.0% | $7,897-58.7% | $3,358-2.8% |
| Admin fee / account holder | $1,521 | $3,313-54.1% | $13,129-88.4% | $3,203-52.5% |