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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 | $12,609 | $79,181-84.1% | $102,423-87.7% | $74,429-83.1% |
| Participation rate | 92.3% | 74.8%+17.5pp | 76.5%+15.8pp | 67.2%+25.1pp |
| Annual return | 194.31% | 54.97%+139.3pp | 29.42%+164.9pp | 1368.38%-1174.1pp |
| Employer contribution / active EE | $1,682 | $2,362-28.8% | $3,023-44.4% | $2,625-35.9% |
| Participant deferral / active EE | $2,057 | $4,416-53.4% | $5,054-59.3% | $4,348-52.7% |
| Admin fee / account holder | $1,390 | $2,002-30.6% | $9,455-85.3% | $1,944-28.5% |