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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,033 | $96,361-95.8% | $80,607-95.0% | $139,456-97.1% |
| Participation rate | 90.5% | 73.6%+16.8pp | 67.0%+23.5pp | 80.3%+10.1pp |
| Annual return | 8.93% | 1350.95%-1342.0pp | 936.11%-927.2pp | 373.45%-364.5pp |
| Employer contribution / active EE | $1,326 | $3,262-59.4% | $2,724-51.3% | $4,753-72.1% |
| Participant deferral / active EE | $0 | $5,232-100.0% | $4,448-100.0% | $6,711-100.0% |
| Admin fee / account holder | $734 | $6,601-88.9% | $5,379-86.4% | $11,407-93.6% |