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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 | $11,946 | $85,171-86.0% | $172,753-93.1% | $72,976-83.6% |
| Participation rate | 85.5% | 70.1%+15.4pp | 82.6%+2.9pp | 69.5%+16.0pp |
| Annual return | 1.81% | 27.32%-25.5pp | 803.00%-801.2pp | 81.02%-79.2pp |
| Employer contribution / active EE | $1,111 | $3,324-66.6% | $5,144-78.4% | $2,440-54.4% |
| Participant deferral / active EE | $1,172 | $3,260-64.0% | $5,198-77.4% | $3,608-67.5% |
| Admin fee / account holder | $2,114 | $5,880-64.1% | $13,956-84.9% | $5,124-58.7% |