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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 | $67,549 | $138,385-51.2% | $184,243-63.3% | $80,925-16.5% |
| Participation rate | 82.8% | 83.9%-1.1pp | 86.8%-4.0pp | 67.7%+15.1pp |
| Annual return | 14.69% | 20.02%-5.3pp | 28.82%-14.1pp | 35.65%-21.0pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,802 | $7,075-46.3% | $9,132-58.4% | $4,299-11.6% |
| Admin fee / account holder | $4,410 | $10,489-58.0% | $13,914-68.3% | $6,940-36.5% |