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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 | $8,258 | $65,367-87.4% | $92,915-91.1% | $72,976-88.7% |
| Participation rate | 91.8% | 68.3%+23.5pp | 76.0%+15.8pp | 69.5%+22.3pp |
| Annual return | 11.04% | 42.11%-31.1pp | 109.45%-98.4pp | 81.02%-70.0pp |
| Employer contribution / active EE | $2,089 | $2,594-19.5% | $3,653-42.8% | $2,440-14.4% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $379 | $4,251-91.1% | $5,796-93.5% | $5,124-92.6% |