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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 | $10,008 | $72,027-86.1% | $185,861-94.6% | $79,856-87.5% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 5.75% | 23.13%-17.4pp | 35.96%-30.2pp | 31.71%-26.0pp |
| Employer contribution / active EE | $3,306 | $1,965+68.2% | $4,088-19.1% | $2,471+33.8% |
| Participant deferral / active EE | $0 | $3,780-100.0% | $5,634-100.0% | $3,741-100.0% |
| Admin fee / account holder | $667 | $4,513-85.2% | $9,503-93.0% | $5,306-87.4% |