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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 | $6,121 | $79,209-92.3% | $102,434-94.0% | $74,459-91.8% |
| Participation rate | 78.5% | 74.8%+3.7pp | 76.5%+2.0pp | 67.2%+11.3pp |
| Annual return | 10.81% | 54.98%-44.2pp | 29.46%-18.7pp | 1369.70%-1358.9pp |
| Employer contribution / active EE | $836 | $2,362-64.6% | $3,023-72.3% | $2,626-68.2% |
| Participant deferral / active EE | $1,183 | $4,417-73.2% | $5,055-76.6% | $4,350-72.8% |
| Admin fee / account holder | $564 | $2,002-71.8% | $9,462-94.0% | $1,945-71.0% |