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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 | $11,100 | $89,364-87.6% | $141,177-92.1% | $72,983-84.8% |
| Participation rate | 83.9% | 75.1%+8.8pp | 82.5%+1.5pp | 69.5%+14.4pp |
| Annual return | 14.40% | 111.86%-97.5pp | 71.40%-57.0pp | 81.01%-66.6pp |
| Employer contribution / active EE | $783 | $3,115-74.9% | $4,736-83.5% | $2,440-67.9% |
| Participant deferral / active EE | $3,275 | $5,419-39.6% | $6,710-51.2% | $3,608-9.2% |
| Admin fee / account holder | $691 | $5,959-88.4% | $10,263-93.3% | $5,124-86.5% |