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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 | $13,409 | $91,179-85.3% | $178,499-92.5% | $79,852-83.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 8.22% | 24.19%-16.0pp | 151.10%-142.9pp | 31.72%-23.5pp |
| Employer contribution / active EE | $2,611 | $3,256-19.8% | $5,011-47.9% | $2,471+5.7% |
| Participant deferral / active EE | $3,287 | $3,236+1.6% | $5,202-36.8% | $3,740-12.1% |
| Admin fee / account holder | $2,209 | $6,749-67.3% | $13,986-84.2% | $5,306-58.4% |