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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 | $23,006 | $71,523-67.8% | $98,461-76.6% | $71,511-67.8% |
| Participation rate | 78.3% | 72.7%+5.6pp | 75.2%+3.1pp | 67.9%+10.4pp |
| Annual return | 11.97% | 32.43%-20.5pp | 21.17%-9.2pp | 28.86%-16.9pp |
| Employer contribution / active EE | $1,204 | $2,399-49.8% | $3,049-60.5% | $2,589-53.5% |
| Participant deferral / active EE | $1,973 | $4,109-52.0% | $4,738-58.4% | $4,291-54.0% |
| Admin fee / account holder | $3,308 | $1,676+97.4% | $8,961-63.1% | $1,588+108.3% |