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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 | $14,031 | $91,417-84.7% | $135,925-89.7% | $71,476-80.4% |
| Participation rate | 73.2% | 75.7%-2.5pp | 81.9%-8.7pp | 67.9%+5.2pp |
| Annual return | 19.16% | 29.90%-10.7pp | 68.25%-49.1pp | 28.85%-9.7pp |
| Employer contribution / active EE | $0 | $3,704-100.0% | $4,857-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $3,775 | $7,093-46.8% | $7,759-51.3% | $4,290-12.0% |
| Admin fee / account holder | $1,118 | $1,266-11.7% | $10,764-89.6% | $1,587-29.6% |