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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 | $7,985 | $55,437-85.6% | $155,534-94.9% | $74,459-89.3% |
| Participation rate | 76.9% | 61.9%+15.0pp | 78.2%-1.3pp | 67.2%+9.7pp |
| Annual return | 47.97% | 269.58%-221.6pp | 64.92%-16.9pp | 1369.70%-1321.7pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,020 | $2,837+6.4% | $5,630-46.4% | $4,350-30.6% |
| Admin fee / account holder | $829 | $1,742-52.4% | $15,900-94.8% | $1,945-57.4% |