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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 | $20,382 | $106,864-80.9% | $147,318-86.2% | $82,637-75.3% |
| Participation rate | 88.0% | 75.5%+12.5pp | 82.1%+5.9pp | 68.1%+19.9pp |
| Annual return | 19.85% | 27.49%-7.6pp | 70.43%-50.6pp | 53.51%-33.7pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,004 | $6,496+69.4% | $7,906+39.2% | $4,126+166.7% |
| Admin fee / account holder | $2,569 | $8,415-69.5% | $13,708-81.3% | $7,339-65.0% |