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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 | $20,754 | $80,983-74.4% | $96,544-78.5% | $75,177-72.4% |
| Participation rate | 98.6% | 71.8%+26.8pp | 76.0%+22.6pp | 67.2%+31.4pp |
| Annual return | -26.96% | 27.05%-54.0pp | 25.88%-52.8pp | 160.75%-187.7pp |
| Employer contribution / active EE | $4,827 | $2,282+111.5% | $2,966+62.7% | $2,671+80.7% |
| Participant deferral / active EE | $787 | $3,929-80.0% | $4,851-83.8% | $4,126-80.9% |
| Admin fee / account holder | $877 | $6,717-86.9% | $8,254-89.4% | $5,651-84.5% |