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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 | $13,828 | $78,607-82.4% | $105,624-86.9% | $74,478-81.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 65.62% | 15.96%+49.7pp | 116.20%-50.6pp | 1370.56%-1304.9pp |
| Employer contribution / active EE | $1,744 | $2,523-30.9% | $3,168-45.0% | $2,626-33.6% |
| Participant deferral / active EE | $1,419 | $4,325-67.2% | $5,013-71.7% | $4,350-67.4% |
| Admin fee / account holder | $340 | $2,220-84.7% | $10,961-96.9% | $1,946-82.5% |