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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 | $13,790 | $59,186-76.7% | $76,768-82.0% | $56,287-75.5% |
| Participation rate | 90.5% | 75.2%+15.3pp | 77.0%+13.6pp | 69.9%+20.7pp |
| Annual return | -7.68% | 6.62%-14.3pp | 2.43%-10.1pp | -9.96%+2.3pp |
| Employer contribution / active EE | $1,169 | $1,759-33.5% | $2,485-53.0% | $2,111-44.6% |
| Participant deferral / active EE | $1,506 | $3,255-53.7% | $3,852-60.9% | $3,350-55.1% |
| Admin fee / account holder | $838 | $489+71.4% | $6,675-87.4% | $521+60.9% |