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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 | $17,473 | $77,460-77.4% | $100,378-82.6% | $80,925-78.4% |
| Participation rate | 88.4% | 76.9%+11.5pp | 81.5%+6.9pp | 67.7%+20.8pp |
| Annual return | 31.74% | 37.24%-5.5pp | 49.41%-17.7pp | 35.65%-3.9pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,271 | $6,818+21.3% | $8,087+2.3% | $4,299+92.4% |
| Admin fee / account holder | $4,481 | $5,887-23.9% | $7,899-43.3% | $6,940-35.4% |