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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 | $7,038 | $52,961-86.7% | $172,752-95.9% | $65,185-89.2% |
| Participation rate | 95.0% | 66.2%+28.8pp | 82.6%+12.4pp | 70.2%+24.8pp |
| Annual return | 5.32% | 30.12%-24.8pp | 802.97%-797.7pp | 29.38%-24.1pp |
| Employer contribution / active EE | $3,106 | $2,190+41.8% | $5,144-39.6% | $2,177+42.7% |
| Participant deferral / active EE | $579 | $2,471-76.6% | $5,198-88.9% | $3,514-83.5% |
| Admin fee / account holder | $647 | $472+37.1% | $13,955-95.4% | $847-23.6% |