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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 | $78,197-75.1% | $98,090-80.2% | $82,637-76.4% |
| Participation rate | 75.8% | 77.5%-1.6pp | 81.5%-5.7pp | 68.1%+7.8pp |
| Annual return | 13.02% | 40.25%-27.2pp | 37.05%-24.0pp | 53.51%-40.5pp |
| Employer contribution / active EE | $928 | $2,605-64.4% | $3,606-74.3% | $2,552-63.6% |
| Participant deferral / active EE | $1,926 | $6,636-71.0% | $7,845-75.4% | $4,126-53.3% |
| Admin fee / account holder | $1,987 | $14,832-86.6% | $11,815-83.2% | $7,339-72.9% |