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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 | $8,062 | $88,360-90.9% | $145,433-94.5% | $67,986-88.1% |
| Participation rate | 82.5% | 65.5%+17.0pp | 82.1%+0.3pp | 57.2%+25.2pp |
| Annual return | 11.95% | 63.15%-51.2pp | 66.58%-54.6pp | 31.67%-19.7pp |
| Employer contribution / active EE | $539 | $3,054-82.4% | $4,554-88.2% | $2,019-73.3% |
| Participant deferral / active EE | $1,418 | $5,932-76.1% | $7,897-82.0% | $3,358-57.8% |
| Admin fee / account holder | $665 | $3,313-79.9% | $13,129-94.9% | $3,203-79.2% |