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Employer 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,045 | $102,393+195.0% | $147,041+105.4% | $80,911+273.3% |
| Participation rate | 90.4% | 75.9%+14.5pp | 82.2%+8.2pp | 67.6%+22.7pp |
| Annual return | 11.80% | 134.95%-123.1pp | 419.21%-407.4pp | 35.63%-23.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $12,208 | $6,647+83.7% | $8,071+51.3% | $4,297+184.1% |
| Admin fee / account holder | $33,008 | $7,943+315.5% | $13,006+153.8% | $6,935+376.0% |