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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 | $14,020 | $55,446-74.7% | $155,574-91.0% | $74,429-81.2% |
| Participation rate | 80.3% | 61.9%+18.4pp | 78.2%+2.1pp | 67.2%+13.1pp |
| Annual return | 13.80% | 269.20%-255.4pp | 64.87%-51.1pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $138 | $2,266-93.9% | $4,676-97.0% | $2,625-94.7% |
| Participant deferral / active EE | $2,065 | $2,836-27.2% | $5,629-63.3% | $4,348-52.5% |
| Admin fee / account holder | $1,040 | $1,743-40.4% | $15,914-93.5% | $1,944-46.5% |