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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 | $2,931 | $64,176-95.4% | $112,263-97.4% | $66,949-95.6% |
| Participation rate | 76.5% | 68.4%+8.1pp | 75.1%+1.5pp | 69.8%+6.7pp |
| Annual return | -75.73% | -13.80%-61.9pp | 27.49%-103.2pp | 1.57%-77.3pp |
| Employer contribution / active EE | $1,515 | $3,007-49.6% | $3,636-58.3% | $2,545-40.5% |
| Participant deferral / active EE | $1,179 | $3,694-68.1% | $4,729-75.1% | $4,239-72.2% |
| Admin fee / account holder | $732 | $626+16.9% | $6,410-88.6% | $594+23.2% |