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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 | $4,190 | $93,598-95.5% | $135,974-96.9% | $75,173-94.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 11.80% | 30.89%-19.1pp | 68.30%-56.5pp | 160.72%-148.9pp |
| Employer contribution / active EE | $1,591 | $3,538-55.0% | $4,859-67.2% | $2,671-40.4% |
| Participant deferral / active EE | $1,062 | $6,405-83.4% | $7,760-86.3% | $4,126-74.3% |
| Admin fee / account holder | $529 | $6,978-92.4% | $10,767-95.1% | $5,651-90.6% |