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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 | $6,108 | $80,763-92.4% | $102,412-94.0% | $74,459-91.8% |
| Participation rate | 85.8% | 65.7%+20.2pp | 74.5%+11.3pp | 67.2%+18.6pp |
| Annual return | 8.58% | 27.57%-19.0pp | 24.94%-16.4pp | 1369.70%-1361.1pp |
| Employer contribution / active EE | $1,445 | $3,160-54.3% | $3,870-62.7% | $2,626-45.0% |
| Participant deferral / active EE | $137 | $3,862-96.4% | $5,060-97.3% | $4,350-96.8% |
| Admin fee / account holder | $414 | $2,371-82.5% | $8,388-95.1% | $1,945-78.7% |