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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 | $35,291 | $91,760-61.5% | $156,181-77.4% | $67,986-48.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 78.8%+21.2pp | 57.2%+42.8pp |
| Annual return | 11.85% | 18.14%-6.3pp | 64.87%-53.0pp | 31.67%-19.8pp |
| Employer contribution / active EE | $4,975 | $2,419+105.6% | $4,294+15.9% | $2,019+146.5% |
| Participant deferral / active EE | $3,844 | $3,960-2.9% | $6,132-37.3% | $3,358+14.5% |
| Admin fee / account holder | $12,298 | $3,949+211.5% | $14,586-15.7% | $3,203+283.9% |