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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 | $21,029 | $79,209-73.5% | $102,434-79.5% | $74,459-71.8% |
| Participation rate | 83.8% | 74.8%+9.0pp | 76.5%+7.3pp | 67.2%+16.5pp |
| Annual return | 10.02% | 54.98%-45.0pp | 29.46%-19.4pp | 1369.70%-1359.7pp |
| Employer contribution / active EE | $1,170 | $2,362-50.5% | $3,023-61.3% | $2,626-55.4% |
| Participant deferral / active EE | $2,093 | $4,417-52.6% | $5,055-58.6% | $4,350-51.9% |
| Admin fee / account holder | $4,431 | $2,002+121.4% | $9,462-53.2% | $1,945+127.9% |