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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 | $12,169 | $76,551-84.1% | $123,894-90.2% | $62,881-80.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 3.91% | 18.68%-14.8pp | 47.52%-43.6pp | 20.14%-16.2pp |
| Employer contribution / active EE | $1,467 | $2,882-49.1% | $4,617-68.2% | $2,281-35.7% |
| Participant deferral / active EE | $468 | $4,840-90.3% | $5,984-92.2% | $3,203-85.4% |
| Admin fee / account holder | $413 | $4,826-91.4% | $8,357-95.1% | $4,296-90.4% |