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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.)
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 | $7,493 | $122,239-93.9% | $184,200-95.9% | $74,546-89.9% |
| Participation rate | 88.1% | 85.5%+2.6pp | 86.8%+1.2pp | 67.2%+20.8pp |
| Annual return | 17.15% | 19.95%-2.8pp | 28.80%-11.6pp | 1366.03%-1348.9pp |
| Employer contribution / active EE | $1,784 | $4,537-60.7% | $6,424-72.2% | $2,624-32.0% |
| Participant deferral / active EE | $2,459 | $7,139-65.6% | $9,132-73.1% | $4,347-43.4% |
| Admin fee / account holder | $435 | $1,260-65.5% | $13,907-96.9% | $1,944-77.6% |