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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 | $5,778 | $71,197-91.9% | $93,669-93.8% | $80,925-92.9% |
| Participation rate | 94.7% | 60.4%+34.3pp | 68.7%+26.0pp | 67.7%+27.1pp |
| Annual return | 8.66% | 11.27%-2.6pp | 133.59%-124.9pp | 35.65%-27.0pp |
| Employer contribution / active EE | $735 | $1,565-53.0% | $2,424-69.7% | $2,756-73.3% |
| Participant deferral / active EE | $598 | $4,036-85.2% | $4,416-86.5% | $4,299-86.1% |
| Admin fee / account holder | $1,168 | $6,959-83.2% | $8,291-85.9% | $6,940-83.2% |