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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 | $5,786 | $85,766-93.3% | $136,298-95.8% | $70,126-91.7% |
| Participation rate | 98.9% | 74.2%+24.8pp | 81.9%+17.0pp | 69.5%+29.4pp |
| Annual return | 4.51% | 31.46%-26.9pp | 5156.27%-5151.8pp | 73.15%-68.6pp |
| Employer contribution / active EE | $1,668 | $2,966-43.8% | $4,696-64.5% | $2,343-28.8% |
| Participant deferral / active EE | $2,299 | $5,051-54.5% | $6,247-63.2% | $3,332-31.0% |
| Admin fee / account holder | $596 | $5,421-89.0% | $9,244-93.5% | $4,645-87.2% |