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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 | $77,358-74.8% | $102,184-80.9% | $87,485-77.7% |
| Participation rate | 75.8% | 78.7%-2.9pp | 82.6%-6.8pp | 68.9%+6.9pp |
| Annual return | 13.02% | 41.11%-28.1pp | 31.58%-18.6pp | 26.06%-13.0pp |
| Employer contribution / active EE | $928 | $2,562-63.8% | $3,594-74.2% | $2,596-64.2% |
| Participant deferral / active EE | $1,926 | $6,753-71.5% | $8,309-76.8% | $4,274-54.9% |
| Admin fee / account holder | $1,987 | $6,809-70.8% | $11,609-82.9% | $7,775-74.4% |