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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 | $10,938 | $67,411-83.8% | $91,004-88.0% | $70,126-84.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 11.27% | -40.16%+51.4pp | 4.60%+6.7pp | 73.15%-61.9pp |
| Employer contribution / active EE | $1,908 | $1,786+6.9% | $2,456-22.3% | $2,343-18.5% |
| Participant deferral / active EE | $838 | $2,823-70.3% | $3,548-76.4% | $3,332-74.9% |
| Admin fee / account holder | $364 | $4,236-91.4% | $5,417-93.3% | $4,645-92.2% |