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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 | $6,698 | $55,472-87.9% | $155,567-95.7% | $74,546-91.0% |
| Participation rate | 71.3% | 61.9%+9.4pp | 78.2%-6.9pp | 67.2%+4.1pp |
| Annual return | 10.32% | 268.72%-258.4pp | 64.74%-54.4pp | 1366.03%-1355.7pp |
| Employer contribution / active EE | $484 | $2,269-78.7% | $4,674-89.7% | $2,624-81.6% |
| Participant deferral / active EE | $650 | $2,838-77.1% | $5,628-88.5% | $4,347-85.1% |
| Admin fee / account holder | $1,457 | $1,743-16.4% | $15,916-90.8% | $1,944-25.0% |