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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 | $12,700 | $95,383-86.7% | $185,837-93.2% | $85,856-85.2% |
| Participation rate | 96.9% | 68.8%+28.2pp | 81.7%+15.2pp | 69.3%+27.6pp |
| Annual return | 10.11% | 23.59%-13.5pp | 122.08%-112.0pp | 318.58%-308.5pp |
| Employer contribution / active EE | $1,460 | $3,313-55.9% | $5,168-71.7% | $2,565-43.1% |
| Participant deferral / active EE | $1,680 | $3,423-50.9% | $5,568-69.8% | $3,952-57.5% |
| Admin fee / account holder | $1,468 | $7,213-79.6% | $16,241-91.0% | $6,261-76.6% |