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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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,189 | $101,798-47.8% | $165,071-67.8% | $80,935-34.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 6.94% | 16.73%-9.8pp | 70.17%-63.2pp | 35.66%-28.7pp |
| Employer contribution / active EE | $5,267 | $2,954+78.3% | $4,347+21.2% | $2,757+91.1% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,864 | $8,221-65.2% | $12,695-77.4% | $6,924-58.6% |