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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 | $8,723 | $93,617-90.7% | $135,982-93.6% | $75,177-88.4% |
| Participation rate | 78.6% | 75.2%+3.4pp | 81.9%-3.4pp | 67.2%+11.4pp |
| Annual return | 10.17% | 30.89%-20.7pp | 68.32%-58.2pp | 160.75%-150.6pp |
| Employer contribution / active EE | $5,536 | $3,538+56.4% | $4,859+13.9% | $2,671+107.2% |
| Participant deferral / active EE | $2,012 | $6,406-68.6% | $7,760-74.1% | $4,126-51.2% |
| Admin fee / account holder | $1,404 | $6,980-79.9% | $10,767-87.0% | $5,651-75.2% |