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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 | $79,189-73.4% | $102,457-79.5% | $74,400-71.7% |
| Participation rate | 83.8% | 74.8%+9.0pp | 76.5%+7.3pp | 67.2%+16.5pp |
| Annual return | 10.02% | 54.98%-45.0pp | 29.41%-19.4pp | 1367.51%-1357.5pp |
| Employer contribution / active EE | $1,170 | $2,362-50.5% | $3,022-61.3% | $2,624-55.4% |
| Participant deferral / active EE | $2,093 | $4,415-52.6% | $5,054-58.6% | $4,348-51.9% |
| Admin fee / account holder | $4,431 | $2,002+121.3% | $9,451-53.1% | $1,944+128.0% |