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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 | $17,219 | $58,828-70.7% | $78,002-77.9% | $62,881-72.6% |
| Participation rate | 93.5% | 71.1%+22.4pp | 75.5%+18.0pp | 69.3%+24.2pp |
| Annual return | 4.35% | 17.16%-12.8pp | 425.99%-421.6pp | 20.14%-15.8pp |
| Employer contribution / active EE | $643 | $1,672-61.5% | $2,470-74.0% | $2,281-71.8% |
| Participant deferral / active EE | $1,748 | $2,686-34.9% | $3,497-50.0% | $3,203-45.4% |
| Admin fee / account holder | $1,197 | $4,393-72.8% | $5,481-78.2% | $4,296-72.1% |