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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.)
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 | $4,897 | $58,848-91.7% | $88,179-94.4% | $82,637-94.1% |
| Participation rate | 84.4% | 57.9%+26.5pp | 69.1%+15.2pp | 68.1%+16.3pp |
| Annual return | 23.97% | 22.76%+1.2pp | 64.97%-41.0pp | 53.51%-29.5pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,978 | $3,124-4.7% | $4,614-35.5% | $4,126-27.8% |
| Admin fee / account holder | $381 | $4,795-92.0% | $7,673-95.0% | $7,339-94.8% |