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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 | $17,208 | $85,766-79.9% | $136,298-87.4% | $70,126-75.5% |
| Participation rate | 98.9% | 74.2%+24.7pp | 81.9%+17.0pp | 69.5%+29.3pp |
| Annual return | 13.30% | 31.46%-18.2pp | 5156.27%-5143.0pp | 73.15%-59.9pp |
| Employer contribution / active EE | $3,255 | $2,966+9.7% | $4,696-30.7% | $2,343+39.0% |
| Participant deferral / active EE | $3,276 | $5,051-35.2% | $6,247-47.6% | $3,332-1.7% |
| Admin fee / account holder | $1,516 | $5,421-72.0% | $9,244-83.6% | $4,645-67.4% |