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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 | $18,505 | $93,345-80.2% | $119,126-84.5% | $87,485-78.8% |
| Participation rate | 88.7% | 68.7%+20.0pp | 75.8%+13.0pp | 68.9%+19.8pp |
| Annual return | 9.20% | 19.08%-9.9pp | 282.11%-272.9pp | 26.06%-16.9pp |
| Employer contribution / active EE | $887 | $3,172-72.0% | $4,034-78.0% | $2,596-65.8% |
| Participant deferral / active EE | $1,903 | $4,099-53.6% | $5,318-64.2% | $4,274-55.5% |
| Admin fee / account holder | $4,403 | $8,039-45.2% | $10,693-58.8% | $7,775-43.4% |