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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 | $29,673 | $76,112-61.0% | $96,534-69.3% | $71,511-58.5% |
| Participation rate | 85.6% | 74.4%+11.2pp | 76.0%+9.6pp | 67.9%+17.6pp |
| Annual return | 12.42% | 22.81%-10.4pp | 25.88%-13.5pp | 28.86%-16.4pp |
| Employer contribution / active EE | $745 | $2,248-66.8% | $2,965-74.9% | $2,589-71.2% |
| Participant deferral / active EE | $2,437 | $4,217-42.2% | $4,851-49.8% | $4,291-43.2% |
| Admin fee / account holder | $8,149 | $2,708+200.9% | $8,253-1.3% | $1,588+413.0% |