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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 | $6,443 | $45,900-86.0% | $94,057-93.1% | $64,340-90.0% |
| Participation rate | 100.0% | 50.6%+49.4pp | 73.3%+26.7pp | 55.2%+44.8pp |
| Annual return | 7.83% | 50.47%-42.6pp | 480.62%-472.8pp | 24.14%-16.3pp |
| Employer contribution / active EE | $178 | $1,612-89.0% | $2,933-93.9% | $1,862-90.4% |
| Participant deferral / active EE | $507 | $2,102-75.9% | $4,709-89.2% | $2,980-83.0% |
| Admin fee / account holder | $894 | $3,143-71.6% | $7,244-87.7% | $3,703-75.9% |