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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 | $31,185 | $92,041-66.1% | $299,830-89.6% | $94,015-66.8% |
| Participation rate | 97.6% | 71.4%+26.1pp | 78.5%+19.1pp | 70.8%+26.8pp |
| Annual return | 9.28% | 15.24%-6.0pp | 10.58%-1.3pp | 17.84%-8.6pp |
| Employer contribution / active EE | $8,956 | $2,506+257.4% | $5,842+53.3% | $2,790+221.0% |
| Participant deferral / active EE | $3,262 | $4,287-23.9% | $7,038-53.7% | $4,249-23.2% |
| Admin fee / account holder | $2,252 | $8,997-75.0% | $50,982-95.6% | $8,951-74.8% |