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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 | $16,416 | $58,828-72.1% | $78,002-79.0% | $62,881-73.9% |
| Participation rate | 98.6% | 71.1%+27.5pp | 75.5%+23.0pp | 69.3%+29.2pp |
| Annual return | 3.93% | 17.16%-13.2pp | 425.99%-422.1pp | 20.14%-16.2pp |
| Employer contribution / active EE | $1,506 | $1,672-9.9% | $2,470-39.0% | $2,281-34.0% |
| Participant deferral / active EE | $920 | $2,686-65.7% | $3,497-73.7% | $3,203-71.3% |
| Admin fee / account holder | $4,631 | $4,393+5.4% | $5,481-15.5% | $4,296+7.8% |