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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 | $7,832 | $77,920-89.9% | $149,723-94.8% | $75,177-89.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 10.79% | 31.72%-20.9pp | 134.50%-123.7pp | 160.75%-150.0pp |
| Employer contribution / active EE | $3,815 | $3,138+21.6% | $4,821-20.9% | $2,671+42.8% |
| Participant deferral / active EE | $130 | $3,411-96.2% | $5,682-97.7% | $4,126-96.9% |
| Admin fee / account holder | $864 | $5,951-85.5% | $13,215-93.5% | $5,651-84.7% |