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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 | $11,352 | $89,370-87.3% | $141,197-92.0% | $72,976-84.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 10.27% | 111.88%-101.6pp | 71.41%-61.1pp | 81.02%-70.7pp |
| Employer contribution / active EE | $1,707 | $3,115-45.2% | $4,736-64.0% | $2,440-30.1% |
| Participant deferral / active EE | $1,204 | $5,419-77.8% | $6,710-82.1% | $3,608-66.6% |
| Admin fee / account holder | $1,623 | $5,957-72.8% | $10,265-84.2% | $5,124-68.3% |