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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 | $55,423-87.9% | $155,602-95.7% | $74,400-91.0% |
| Participation rate | 71.3% | 61.9%+9.4pp | 78.2%-6.9pp | 67.2%+4.1pp |
| Annual return | 10.32% | 269.07%-258.7pp | 64.81%-54.5pp | 1367.51%-1357.2pp |
| Employer contribution / active EE | $484 | $2,266-78.7% | $4,675-89.7% | $2,624-81.6% |
| Participant deferral / active EE | $650 | $2,835-77.1% | $5,629-88.5% | $4,348-85.1% |
| Admin fee / account holder | $1,457 | $1,744-16.5% | $15,923-90.8% | $1,944-25.0% |