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Participant 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 | $13,149 | $350,654-96.3% | $161,489-91.9% | - |
| Participation rate | 92.9% | 49.8%+43.1pp | 78.7%+14.2pp | - |
| Annual return | 14.27% | 7.72%+6.6pp | 89.72%-75.5pp | - |
| Employer contribution / active EE | $788 | $954-17.4% | $4,268-81.5% | - |
| Participant deferral / active EE | $1,020 | $1,899-46.3% | $5,630-81.9% | - |
| Admin fee / account holder | $1,026 | $106,898-99.0% | $16,006-93.6% | - |