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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% | $69,701-98.3% | $80,874-98.6% |
| Participation rate | 72.5% | 64.2%+8.3pp | 66.4%+6.1pp | 67.6%+4.9pp |
| Annual return | 10.63% | 19.07%-8.4pp | 100.32%-89.7pp | 35.62%-25.0pp |
| Employer contribution / active EE | $619 | $993-37.7% | $1,713-63.9% | $2,756-77.6% |
| Participant deferral / active EE | $1,339 | $1,839-27.2% | $2,887-53.6% | $4,297-68.8% |
| Admin fee / account holder | $823 | $2,488-66.9% | $4,717-82.5% | $6,935-88.1% |