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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 | $4,972 | $33,067-85.0% | $76,518-93.5% | $56,287-91.2% |
| Participation rate | 100.0% | 55.4%+44.6pp | 68.0%+32.0pp | 69.9%+30.1pp |
| Annual return | -8.79% | 2.72%-11.5pp | -0.27%-8.5pp | -9.96%+1.2pp |
| Employer contribution / active EE | $459 | $1,200-61.8% | $2,647-82.7% | $2,111-78.3% |
| Participant deferral / active EE | $658 | $2,240-70.6% | $3,836-82.9% | $3,350-80.4% |
| Admin fee / account holder | $641 | $537+19.4% | $4,849-86.8% | $521+23.1% |