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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 | $2,783 | $86,298-96.8% | $111,308-97.5% | $85,847-96.8% |
| Participation rate | 85.7% | 73.3%+12.4pp | 77.3%+8.4pp | 69.3%+16.4pp |
| Annual return | -11.81% | 19.99%-31.8pp | 54.67%-66.5pp | 318.61%-330.4pp |
| Employer contribution / active EE | $7,087 | $2,044+246.8% | $2,732+159.4% | $2,565+176.3% |
| Participant deferral / active EE | $39 | $3,641-98.9% | $4,487-99.1% | $3,952-99.0% |
| Admin fee / account holder | $3,944 | $8,189-51.8% | $7,965-50.5% | $6,261-37.0% |