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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 | $48,410 | $79,223-38.9% | $102,460-52.8% | $74,478-35.0% |
| Participation rate | 93.0% | 74.8%+18.3pp | 76.5%+16.5pp | 67.2%+25.8pp |
| Annual return | 38.00% | 54.98%-17.0pp | 29.47%+8.5pp | 1370.56%-1332.6pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $13,400 | $4,417+203.4% | $5,056+165.0% | $4,350+208.0% |
| Admin fee / account holder | $576 | $2,003-71.2% | $9,460-93.9% | $1,946-70.4% |