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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 | $9,224 | $79,523-88.4% | $140,019-93.4% | $56,287-83.6% |
| Participation rate | 83.0% | 85.7%-2.7pp | 87.5%-4.5pp | 69.9%+13.2pp |
| Annual return | -14.23% | 2.39%-16.6pp | 651.15%-665.4pp | -9.96%-4.3pp |
| Employer contribution / active EE | $1,419 | $3,350-57.6% | $5,605-74.7% | $2,111-32.8% |
| Participant deferral / active EE | $2,424 | $5,129-52.7% | $6,927-65.0% | $3,350-27.6% |
| Admin fee / account holder | $609 | $614-0.8% | $10,705-94.3% | $521+16.9% |