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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 | $10,482 | $55,453-81.1% | $170,435-93.8% | $62,293-83.2% |
| Participation rate | 92.7% | 66.4%+26.3pp | 83.6%+9.1pp | 69.5%+23.1pp |
| Annual return | 11.39% | 21.38%-10.0pp | 205.94%-194.5pp | 28.90%-17.5pp |
| Employer contribution / active EE | $592 | $2,164-72.7% | $5,432-89.1% | $2,042-71.0% |
| Participant deferral / active EE | $600 | $2,303-74.0% | $4,939-87.9% | $3,169-81.1% |
| Admin fee / account holder | $428 | $455-6.0% | $13,881-96.9% | $479-10.8% |