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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 | $96,731-80.9% | $123,973-85.1% | $86,983-78.7% |
| Participation rate | 88.7% | 70.0%+18.7pp | 76.7%+12.1pp | 69.5%+19.2pp |
| Annual return | 9.20% | 17.33%-8.1pp | 388.13%-378.9pp | 25.83%-16.6pp |
| Employer contribution / active EE | $887 | $3,297-73.1% | $4,126-78.5% | $2,584-65.7% |
| Participant deferral / active EE | $1,903 | $4,152-54.2% | $5,247-63.7% | $4,194-54.6% |
| Admin fee / account holder | $4,403 | $8,722-49.5% | $11,799-62.7% | $7,856-44.0% |