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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 | $28,317 | $233,029-87.8% | $180,320-84.3% | - |
| Participation rate | 92.9% | 65.5%+27.5pp | 71.5%+21.4pp | - |
| Annual return | 4.85% | 5.57%-0.7pp | 778.54%-773.7pp | - |
| Employer contribution / active EE | $1,379 | $2,250-38.7% | $4,108-66.4% | - |
| Participant deferral / active EE | $2,185 | $4,212-48.1% | $4,304-49.2% | - |
| Admin fee / account holder | $4,763 | $49,244-90.3% | $10,000-52.4% | - |