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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 | $18,741 | $71,215-73.7% | $93,696-80.0% | $80,935-76.8% |
| Participation rate | 95.4% | 60.4%+35.0pp | 68.7%+26.7pp | 67.7%+27.7pp |
| Annual return | 9.07% | 11.27%-2.2pp | 133.74%-124.7pp | 35.66%-26.6pp |
| Employer contribution / active EE | $626 | $1,565-60.0% | $2,422-74.2% | $2,757-77.3% |
| Participant deferral / active EE | $6,153 | $4,037+52.4% | $4,417+39.3% | $4,299+43.1% |
| Admin fee / account holder | $11,412 | $6,958+64.0% | $8,287+37.7% | $6,924+64.8% |