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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 | $19,695 | $93,598-79.0% | $135,974-85.5% | $75,173-73.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -11.96% | 30.89%-42.8pp | 68.30%-80.3pp | 160.72%-172.7pp |
| Employer contribution / active EE | $4,155 | $3,538+17.4% | $4,859-14.5% | $2,671+55.6% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,174 | $6,978-83.2% | $10,767-89.1% | $5,651-79.2% |