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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 | $5,787 | $65,453-91.2% | $86,698-93.3% | $66,938-91.4% |
| Participation rate | 82.4% | 75.5%+6.9pp | 76.6%+5.8pp | 69.8%+12.6pp |
| Annual return | -20.74% | -10.89%-9.8pp | 35.95%-56.7pp | 1.58%-22.3pp |
| Employer contribution / active EE | $1,542 | $2,154-28.4% | $2,837-45.6% | $2,545-39.4% |
| Participant deferral / active EE | $1,769 | $4,102-56.9% | $4,656-62.0% | $4,238-58.3% |
| Admin fee / account holder | $617 | $642-3.9% | $7,493-91.8% | $594+3.9% |