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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 | $19,466 | $78,520-75.2% | $96,576-79.8% | $82,448-76.4% |
| Participation rate | 75.8% | 77.7%-1.9pp | 81.4%-5.6pp | 68.1%+7.8pp |
| Annual return | 13.02% | 41.30%-28.3pp | 38.47%-25.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $928 | $2,630-64.7% | $3,553-73.9% | $2,551-63.6% |
| Participant deferral / active EE | $1,926 | $6,754-71.5% | $7,956-75.8% | $4,139-53.5% |
| Admin fee / account holder | $1,987 | $13,455-85.2% | $11,381-82.5% | $7,234-72.5% |