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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 | $7,426 | $56,894-86.9% | $84,753-91.2% | $62,881-88.2% |
| Participation rate | 81.4% | 68.5%+12.8pp | 76.6%+4.8pp | 69.3%+12.1pp |
| Annual return | -0.18% | 6.30%-6.5pp | 22.78%-23.0pp | 20.14%-20.3pp |
| Employer contribution / active EE | $2,248 | $2,400-6.3% | $3,574-37.1% | $2,281-1.4% |
| Participant deferral / active EE | $259 | $2,709-90.4% | $3,712-93.0% | $3,203-91.9% |
| Admin fee / account holder | $950 | $3,581-73.5% | $5,333-82.2% | $4,296-77.9% |