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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 | $16,631 | $56,894-70.8% | $84,753-80.4% | $62,881-73.6% |
| Participation rate | 85.1% | 68.5%+16.6pp | 76.6%+8.5pp | 69.3%+15.8pp |
| Annual return | 2.37% | 6.30%-3.9pp | 22.78%-20.4pp | 20.14%-17.8pp |
| Employer contribution / active EE | $6,420 | $2,400+167.5% | $3,574+79.6% | $2,281+181.5% |
| Participant deferral / active EE | $856 | $2,709-68.4% | $3,712-76.9% | $3,203-73.3% |
| Admin fee / account holder | $1,282 | $3,581-64.2% | $5,333-76.0% | $4,296-70.2% |