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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 | $13,281 | $58,726-77.4% | $92,240-85.6% | $62,293-78.7% |
| Participation rate | 91.3% | 68.3%+23.0pp | 76.5%+14.9pp | 69.5%+21.8pp |
| Annual return | 12.88% | 43.62%-30.7pp | 176.29%-163.4pp | 28.90%-16.0pp |
| Employer contribution / active EE | $520 | $2,392-78.3% | $3,680-85.9% | $2,042-74.5% |
| Participant deferral / active EE | $1,862 | $2,766-32.7% | $3,897-52.2% | $3,169-41.2% |
| Admin fee / account holder | $1,161 | $556+108.7% | $5,194-77.6% | $479+142.3% |