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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 | $40,891 | $146,267-72.0% | $197,124-79.3% | $82,448-50.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 8.51% | 29.61%-21.1pp | 44.34%-35.8pp | 41.64%-33.1pp |
| Employer contribution / active EE | $3,648 | $4,723-22.8% | $6,227-41.4% | $2,551+43.0% |
| Participant deferral / active EE | $3,026 | $7,035-57.0% | $9,135-66.9% | $4,139-26.9% |
| Admin fee / account holder | $1,019 | $14,422-92.9% | $16,298-93.8% | $7,234-85.9% |