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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 | $1,158 | $25,014-95.4% | $69,632-98.3% | $80,959-98.6% |
| Participation rate | 72.5% | 64.2%+8.3pp | 66.4%+6.1pp | 67.7%+4.8pp |
| Annual return | 10.63% | 19.08%-8.4pp | 101.32%-90.7pp | 35.67%-25.0pp |
| Employer contribution / active EE | $619 | $991-37.6% | $1,708-63.8% | $2,757-77.6% |
| Participant deferral / active EE | $1,339 | $1,840-27.2% | $2,889-53.6% | $4,300-68.9% |
| Admin fee / account holder | $823 | $2,491-67.0% | $4,695-82.5% | $6,925-88.1% |