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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 | $13,173 | $85,171-84.5% | $172,753-92.4% | $72,976-81.9% |
| Participation rate | 93.2% | 70.1%+23.1pp | 82.6%+10.5pp | 69.5%+23.7pp |
| Annual return | 1.94% | 27.32%-25.4pp | 803.00%-801.1pp | 81.02%-79.1pp |
| Employer contribution / active EE | $2,924 | $3,324-12.0% | $5,144-43.2% | $2,440+19.8% |
| Participant deferral / active EE | $258 | $3,260-92.1% | $5,198-95.0% | $3,608-92.9% |
| Admin fee / account holder | $1,206 | $5,880-79.5% | $13,956-91.4% | $5,124-76.5% |