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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 | $43,262 | $146,267-70.4% | $197,124-78.1% | $82,448-47.5% |
| Participation rate | 87.6% | 84.0%+3.6pp | 86.7%+0.9pp | 68.1%+19.6pp |
| Annual return | 5.08% | 29.61%-24.5pp | 44.34%-39.3pp | 41.64%-36.6pp |
| Employer contribution / active EE | $2,179 | $4,723-53.9% | $6,227-65.0% | $2,551-14.6% |
| Participant deferral / active EE | $4,207 | $7,035-40.2% | $9,135-53.9% | $4,139+1.6% |
| Admin fee / account holder | $317 | $14,422-97.8% | $16,298-98.1% | $7,234-95.6% |