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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 | $2,859 | $85,171-96.6% | $172,753-98.3% | $72,976-96.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 3.97% | 27.32%-23.4pp | 803.00%-799.0pp | 81.02%-77.0pp |
| Employer contribution / active EE | $576 | $3,324-82.7% | $5,144-88.8% | $2,440-76.4% |
| Participant deferral / active EE | $171 | $3,260-94.8% | $5,198-96.7% | $3,608-95.3% |
| Admin fee / account holder | $612 | $5,880-89.6% | $13,956-95.6% | $5,124-88.0% |