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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 | $13,527 | $91,179-85.2% | $178,499-92.4% | $79,852-83.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.19% | 24.19%-13.0pp | 151.10%-139.9pp | 31.72%-20.5pp |
| Employer contribution / active EE | $1,937 | $3,256-40.5% | $5,011-61.3% | $2,471-21.6% |
| Participant deferral / active EE | $534 | $3,236-83.5% | $5,202-89.7% | $3,740-85.7% |
| Admin fee / account holder | $2,802 | $6,749-58.5% | $13,986-80.0% | $5,306-47.2% |