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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 | $8,792 | $69,977-87.4% | $108,582-91.9% | $62,881-86.0% |
| Participation rate | 94.9% | 72.9%+22.0pp | 79.6%+15.3pp | 69.3%+25.6pp |
| Annual return | 4.45% | 10.73%-6.3pp | -51.70%+56.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $2,551 | $2,135+19.5% | $3,758-32.1% | $2,281+11.8% |
| Participant deferral / active EE | $1,228 | $3,165-61.2% | $4,311-71.5% | $3,203-61.7% |
| Admin fee / account holder | $423 | $5,076-91.7% | $7,645-94.5% | $4,296-90.1% |