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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 | $18,999 | $106,864-82.2% | $147,318-87.1% | $82,637-77.0% |
| Participation rate | 86.9% | 75.5%+11.4pp | 82.1%+4.8pp | 68.1%+18.9pp |
| Annual return | 12.63% | 27.49%-14.9pp | 70.43%-57.8pp | 53.51%-40.9pp |
| Employer contribution / active EE | $4,775 | $3,417+39.7% | $4,593+4.0% | $2,552+87.1% |
| Participant deferral / active EE | $3,693 | $6,496-43.1% | $7,906-53.3% | $4,126-10.5% |
| Admin fee / account holder | $561 | $8,415-93.3% | $13,708-95.9% | $7,339-92.4% |