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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,021 | $84,482-63.3% | $125,363-75.3% | $66,930-53.7% |
| Participation rate | 98.1% | 76.4%+21.7pp | 82.4%+15.7pp | 69.8%+28.2pp |
| Annual return | -27.00% | -8.49%-18.5pp | 572.15%-599.1pp | 1.57%-28.6pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $10,571 | $6,782+55.9% | $7,447+41.9% | $4,238+149.4% |
| Admin fee / account holder | $769 | $685+12.3% | $10,005-92.3% | $593+29.6% |