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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 | $14,983 | $73,955-79.7% | $96,520-84.5% | $75,181-80.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 12.02% | 26.72%-14.7pp | 35.72%-23.7pp | 160.69%-148.7pp |
| Employer contribution / active EE | $4,163 | $2,930+42.1% | $3,739+11.4% | $2,671+55.9% |
| Participant deferral / active EE | $1,440 | $3,659-60.7% | $4,879-70.5% | $4,126-65.1% |
| Admin fee / account holder | $760 | $5,217-85.4% | $6,733-88.7% | $5,650-86.5% |