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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 | $6,462 | $55,449-88.3% | $83,831-92.3% | $56,289-88.5% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -8.49% | -1.38%-7.1pp | 850.99%-859.5pp | -9.96%+1.5pp |
| Employer contribution / active EE | $3,571 | $2,430+46.9% | $3,631-1.6% | $2,111+69.2% |
| Participant deferral / active EE | $306 | $2,935-89.6% | $4,082-92.5% | $3,350-90.9% |
| Admin fee / account holder | $2,465 | $656+275.7% | $5,479-55.0% | $521+373.1% |