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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 | $8,122 | $65,557-87.6% | $105,736-92.3% | $56,289-85.6% |
| Participation rate | 79.8% | 63.4%+16.4pp | 76.3%+3.5pp | 69.9%+10.0pp |
| Annual return | -8.12% | -1.32%-6.8pp | 6.27%-14.4pp | -9.96%+1.8pp |
| Employer contribution / active EE | $2,091 | $1,788+16.9% | $3,268-36.0% | $2,111-1.0% |
| Participant deferral / active EE | $875 | $2,418-63.8% | $4,080-78.5% | $3,350-73.9% |
| Admin fee / account holder | $2,170 | $561+286.5% | $6,913-68.6% | $521+316.6% |