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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 | $10,398 | $69,590-85.1% | $136,867-92.4% | $94,015-88.9% |
| Participation rate | 75.9% | 66.3%+9.5pp | 74.5%+1.3pp | 70.8%+5.0pp |
| Annual return | 10.28% | 19.62%-9.3pp | 42.97%-32.7pp | 17.84%-7.6pp |
| Employer contribution / active EE | $322 | $2,396-86.6% | $3,547-90.9% | $2,790-88.5% |
| Participant deferral / active EE | $881 | $3,437-74.4% | $4,924-82.1% | $4,249-79.3% |
| Admin fee / account holder | $794 | $8,912-91.1% | $10,340-92.3% | $8,951-91.1% |