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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 | $32,208 | $102,661-68.6% | $151,639-78.8% | $66,938-51.9% |
| Participation rate | 95.7% | 85.5%+10.1pp | 87.5%+8.2pp | 69.8%+25.8pp |
| Annual return | -17.70% | -10.81%-6.9pp | 3.34%-21.0pp | 1.58%-19.3pp |
| Employer contribution / active EE | $3,633 | $4,184-13.2% | $6,165-41.1% | $2,545+42.7% |
| Participant deferral / active EE | $9,903 | $6,645+49.0% | $8,363+18.4% | $4,238+133.7% |
| Admin fee / account holder | $906 | $630+43.7% | $11,613-92.2% | $594+52.6% |