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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.)
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 | $49,726 | $79,181-37.2% | $102,423-51.5% | $74,429-33.2% |
| Participation rate | 77.1% | 74.8%+2.4pp | 76.5%+0.6pp | 67.2%+9.9pp |
| Annual return | 16.56% | 54.97%-38.4pp | 29.42%-12.9pp | 1368.38%-1351.8pp |
| Employer contribution / active EE | $2 | $2,362-99.9% | $3,023-99.9% | $2,625-99.9% |
| Participant deferral / active EE | $3,243 | $4,416-26.6% | $5,054-35.8% | $4,348-25.4% |
| Admin fee / account holder | $7,725 | $2,002+285.9% | $9,455-18.3% | $1,944+297.3% |